Stratos Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,646
| Closed | -$210K | – | 546 |
|
|
2022
Q1 | $210K | Sell |
8,646
-115,052
| -93% | -$2.79M | 0.02% | 499 |
|
|
2021
Q4 | $3.13M | Sell |
123,698
-39,428
| -24% | -$997K | 0.23% | 133 |
|
|
2021
Q3 | $4.16M | Sell |
163,126
-37,080
| -19% | -$947K | 0.36% | 72 |
|
|
2021
Q2 | $5.12M | Buy |
200,206
+111,744
| +126% | +$2.86M | 0.45% | 52 |
|
|
2021
Q1 | $2.26M | Buy |
+88,462
| New | +$2.26M | 0.24% | 114 |
|