WealthSource Partners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35,436
| Closed | -$896K | – | 609 |
|
|
2021
Q4 | $896K | Sell |
35,436
-8,484
| -19% | -$215K | 0.07% | 201 |
|
|
2021
Q3 | $1.12M | Buy |
43,920
+1,832
| +4% | +$46.8K | 0.1% | 160 |
|
|
2021
Q2 | $1.08M | Buy |
42,088
+23,248
| +123% | +$595K | 0.1% | 155 |
|
|
2021
Q1 | $480K | Buy |
+18,840
| New | +$480K | 0.05% | 248 |
|