Westbourne Investment 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
2018
Q4
Sell
-3,948
Closed -$99K 141
2018
Q3
$99K Buy
+3,948
New +$99K 0.07% 126