SWA
Sutton Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $43.1K | Hold |
900
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $43.3K | Buy |
+900
| New | +$43.3K | 0.02% | 242 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | -$496 | – | 1184 |
|
|
2018
Q3 | $496 | Buy |
10
+4
| +67% | +$198 | ﹤0.01% | 1085 |
|
|
2018
Q2 | $298 | Hold |
6
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q1 | $299 | Hold |
6
| – | – | ﹤0.01% | 1109 |
|
|
2017
Q4 | $300 | Hold |
6
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q3 | $302 | Hold |
6
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q2 | $303 | Hold |
6
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q1 | $303 | Hold |
6
| – | – | ﹤0.01% | 1050 |
|
|
2016
Q4 | $303 | Hold |
6
| – | – | ﹤0.01% | 1043 |
|
|
2016
Q3 | $305 | Hold |
6
| – | – | ﹤0.01% | 1034 |
|
|
2016
Q2 | $306 | Hold |
6
| – | – | ﹤0.01% | 1005 |
|
|
2016
Q1 | $305 | Buy |
+6
| New | +$305 | ﹤0.01% | 995 |
|