Sowell Financial Services’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 | – | Sell |
-44,404
| Closed | -$1.26M | – | 547 |
|
|
2021
Q2 | $1.26M | Sell |
44,404
-12
| -0% | -$341 | 0.08% | 266 |
|
|
2021
Q1 | $1.26M | Buy |
44,416
+1,198
| +3% | +$34K | 0.04% | 352 |
|
|
2020
Q4 | $1.26M | Sell |
43,218
-690
| -2% | -$20.1K | 0.05% | 281 |
|
|
2020
Q3 | $1.29M | Buy |
43,908
+34
| +0.1% | +$997 | 0.06% | 245 |
|
|
2020
Q2 | $1.29M | Buy |
43,874
+984
| +2% | +$28.9K | 0.07% | 231 |
|
|
2020
Q1 | $1.26M | Sell |
42,890
-6,798
| -14% | -$200K | 0.09% | 219 |
|
|
2019
Q4 | $1.37M | Buy |
49,688
+146
| +0.3% | +$4.01K | 0.1% | 204 |
|
|
2019
Q3 | $1.38M | Buy |
+49,542
| New | +$1.38M | 0.11% | 188 |
|
|
2019
Q1 | $791K | Buy |
29,432
+774
| +3% | +$20.8K | 0.09% | 244 |
|
|
2018
Q4 | $759K | Buy |
+28,658
| New | +$759K | 0.11% | 203 |
|