TrinityPoint Wealth’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-32,908	Closed	-$1.76M	–	252
2020 Q4	$1.76M	Buy	32,908 +2,451	+8%	+$131K	0.42%	64
2020 Q3	$1.73M	Buy	+30,457	New	+$1.73M	0.48%	58