Sonora Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $65K | Buy |
+2,300
| New | +$65K | 0.01% | 370 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | – | – | 1788 |
|
|
2020
Q4 | $0 | Sell |
8
-310
| -97% | – | ﹤0.01% | 1764 |
|
|
2020
Q3 | $9K | Buy |
318
+304
| +2,171% | +$8.6K | ﹤0.01% | 1264 |
|
|
2020
Q2 | $0 | Buy |
14
+8
| +133% | – | ﹤0.01% | 1866 |
|
|
2020
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1731 |
|
|
2016
Q3 | – | Sell |
-136
| Closed | -$3.81K | – | 878 |
|
|
2016
Q2 | $3.81K | Buy |
+136
| New | +$3.81K | ﹤0.01% | 722 |
|