WAS
Wealth Advisory Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,324
| Closed | -$749K | – | 131 |
|
|
2023
Q2 | $749K | Hold |
16,324
| – | – | 0.2% | 71 |
|
|
2023
Q1 | $762K | Buy |
16,324
+4,997
| +44% | +$233K | 0.2% | 77 |
|
|
2022
Q4 | $516K | Hold |
11,327
| – | – | 0.14% | 91 |
|
|
2022
Q3 | $513K | Buy |
+11,327
| New | +$513K | 0.14% | 94 |
|