WESPAC Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-14,188
Closed -$324K 126
2022
Q4
$324K Buy
14,188
+328
+2% +$7.49K 0.56% 43
2022
Q3
$314K Buy
+13,860
New +$314K 0.42% 63