West Oak Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-600
| Closed | -$16.7K | – | 372 |
|
|
2016
Q3 | $16.7K | Hold |
600
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $16.8K | Hold |
600
| – | – | 0.01% | 237 |
|
|
2016
Q1 | $16.6K | Hold |
600
| – | – | 0.01% | 196 |
|
|
2015
Q4 | $16.1K | Hold |
600
| – | – | 0.01% | 197 |
|
|
2015
Q3 | $16.4K | Sell |
600
-200
| -25% | -$5.45K | 0.01% | 194 |
|
|
2015
Q2 | $21.4K | Buy |
+800
| New | +$21.4K | 0.02% | 179 |
|