Tompkins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,360
| Closed | -$40K | – | 416 |
|
|
2020
Q1 | $40K | Hold |
1,360
| – | – | 0.01% | 244 |
|
|
2019
Q4 | $37K | Hold |
1,360
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $38K | Hold |
1,360
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $37K | Hold |
1,360
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $37K | Buy |
+1,360
| New | +$37K | 0.01% | 254 |
|