WealthPLAN Partners’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 Q4	–	Sell	-25,244	Closed	-$637K	–	391
2021 Q3	$637K	Sell	25,244 -1,736	-6%	-$43.8K	0.04%	219
2021 Q2	$689K	Buy	26,980 +3,812	+16%	+$97.3K	0.05%	197
2021 Q1	$592K	Buy	23,168 +13,436	+138%	+$343K	0.05%	203
2020 Q4	$250K	Buy	+9,732	New	+$250K	0.02%	291