Stonehearth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,944
| Closed | -$223K | – | 80 |
|
|
2021
Q4 | $223K | Sell |
7,944
-2,860
| -26% | -$80.3K | 0.12% | 61 |
|
|
2021
Q3 | $306K | Sell |
10,804
-2,392
| -18% | -$67.7K | 0.16% | 47 |
|
|
2021
Q2 | $375K | Sell |
13,196
-3,046
| -19% | -$86.6K | 0.18% | 45 |
|
|
2021
Q1 | $458K | Sell |
16,242
-312
| -2% | -$8.8K | 0.25% | 38 |
|
|
2020
Q4 | $482K | Buy |
+16,554
| New | +$482K | 0.27% | 37 |
|