Vishria Bird Financial Group’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
2020
Q1
Sell
-42,832
Closed -$1.18M 48
2019
Q4
$1.18M Sell
42,832
-19,012
-31% -$522K 1.14% 18
2019
Q3
$1.72M Buy
+61,844
New +$1.72M 1.97% 16