Western Financial Corp’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
2022 Q1	–	Sell	-29,394	Closed	-$743K	–	108
2021 Q4	$743K	Sell	29,394 -11,534	-28%	-$292K	0.39%	55
2021 Q3	$1.05M	Sell	40,928 -1,030	-2%	-$26.3K	0.62%	32
2021 Q2	$1.07M	Buy	41,958 +7,208	+21%	+$185K	0.58%	31
2021 Q1	$886K	Buy	+34,750	New	+$886K	0.54%	32