Towerpoint Wealth’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
2021
Q1
Sell
-12,990
Closed -$378K 78
2020
Q4
$378K Sell
12,990
-970
-7% -$28.2K 0.19% 49
2020
Q3
$410K Hold
13,960
0.23% 41
2020
Q2
$410K Buy
+13,960
New +$410K 0.26% 41