Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-346
| Closed | -$8.6K | – | 350 |
|
|
2023
Q4 | $8.6K | Hold |
346
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $8.29K | Hold |
346
| – | – | ﹤0.01% | 295 |
|
|
2023
Q2 | $8.53K | Sell |
346
-96
| -22% | -$2.37K | ﹤0.01% | 279 |
|
|
2023
Q1 | $11.1K | Hold |
442
| – | – | ﹤0.01% | 279 |
|
|
2022
Q4 | $10.9K | Hold |
442
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $11K | Hold |
442
| – | – | ﹤0.01% | 319 |
|
|
2022
Q2 | $11K | Buy |
+442
| New | +$11K | ﹤0.01% | 324 |
|