Whitener Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-74
| Closed | -$1K | – | 370 |
|
|
2019
Q3 | $1K | Buy |
74
+8
| +12% | +$108 | ﹤0.01% | 469 |
|
|
2019
Q2 | $1K | Buy |
66
+4
| +6% | +$61 | ﹤0.01% | 459 |
|
|
2019
Q1 | $1K | Buy |
62
+10
| +19% | +$161 | ﹤0.01% | 458 |
|
|
2018
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 425 |
|
|
2018
Q3 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 446 |
|
|
2018
Q2 | – | Sell |
-40
| Closed | – | – | 345 |
|
|
2018
Q1 | $0 | Buy |
40
+6
| +18% | – | ﹤0.01% | 491 |
|
|
2017
Q4 | $0 | Buy |
+34
| New | – | ﹤0.01% | 439 |
|