TrinityPoint Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

TrinityPoint Wealth’s Portfolio SCMB Stock Details SCMB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.2M	Sell
2024 Q3	$1.23M	Sell
2024 Q2	$1.2M	Sell
2024 Q1	$1.3M	Buy
2023 Q4	$1.3M	Buy
2023 Q3	$1.21M	Sell
2023 Q2	$1.29M	Buy
2023 Q1	$1.28M	Buy
2022 Q4	$842K	Buy