Tilia Fiduciary Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$197 | – | 413 |
|
|
2023
Q2 | $197 | Hold |
8
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $202 | Hold |
8
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $197 | Hold |
8
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $0 | Sell |
8
-198
| -96% | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $5K | Buy |
206
+8
| +4% | +$194 | ﹤0.01% | 461 |
|
|
2021
Q4 | $6K | Buy |
+198
| New | +$6K | ﹤0.01% | 455 |
|