Teamwork Financial 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
Q3 | – | Sell |
-12,486
| Closed | -$296K | – | 226 |
|
|
2022
Q2 | $296K | Sell |
12,486
-3,726
| -23% | -$88.3K | 0.06% | 174 |
|
|
2022
Q1 | $394K | Sell |
16,212
-38,132
| -70% | -$927K | 0.07% | 185 |
|
|
2021
Q4 | $1.37M | Sell |
54,344
-23,102
| -30% | -$584K | 0.25% | 81 |
|
|
2021
Q3 | $1.98M | Buy |
77,446
+5,644
| +8% | +$144K | 0.39% | 46 |
|
|
2021
Q2 | $1.84M | Buy |
71,802
+37,250
| +108% | +$953K | 0.38% | 51 |
|
|
2021
Q1 | $881K | Buy |
+34,552
| New | +$881K | 0.21% | 102 |
|