Swaine & Leidel Wealth Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $867 | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q1 | $867K | Sell |
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|
2020
Q4 | $929K | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $878K | Sell |
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|
2019
Q3 | $910K | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $5.28M | Sell |
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|
2018
Q4 | $5.51M | Buy |
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