Washburn Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-106,378
| Closed | -$2.71M | – | 57 |
|
|
2021
Q1 | $2.71M | Sell |
106,378
-20,974
| -16% | -$535K | 1.84% | 13 |
|
|
2020
Q4 | $3.27M | Buy |
127,352
+44,560
| +54% | +$1.14M | 2.27% | 13 |
|
|
2020
Q3 | $2.13M | Buy |
82,792
+32,884
| +66% | +$846K | 1.68% | 15 |
|
|
2020
Q2 | $1.28M | Buy |
49,908
+30
| +0.1% | +$771 | 1.18% | 22 |
|
|
2020
Q1 | $1.22M | Buy |
+49,878
| New | +$1.22M | 1.67% | 14 |
|