Teamwork Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-14,468
Closed -$378K 306
2021
Q3
$378K Sell
14,468
-10,760
-43% -$281K 0.07% 189
2021
Q2
$663K Sell
25,228
-872
-3% -$22.9K 0.14% 124
2021
Q1
$670K Buy
+26,100
New +$670K 0.16% 123