TCM
Tuttle Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-60,513
| Closed | -$3.17M | – | 28 |
|
|
2014
Q4 | $3.17M | Buy |
60,513
+53,392
| +750% | +$2.8M | 2% | 13 |
|
|
2014
Q3 | $368K | Buy |
7,121
+355
| +5% | +$18.3K | 0.22% | 27 |
|
|
2014
Q2 | $349K | Sell |
6,766
-2,319
| -26% | -$120K | 0.28% | 23 |
|
|
2014
Q1 | $464K | Buy |
+9,085
| New | +$464K | 0.39% | 20 |
|