WR Wealth Planners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.52K | Sell |
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|
2024
Q3 | $8.86K | Hold |
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|
2024
Q2 | $8.47K | Hold |
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|
2024
Q1 | $8.54K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.9K | Sell |
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|
2023
Q2 | $14.6K | Sell |
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|
2023
Q1 | $37.3K | Hold |
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|
2022
Q4 | $36K | Sell |
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|
2022
Q3 | $43.5K | Sell |
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|
2022
Q2 | $53.4K | Sell |
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|
2022
Q1 | $84.2K | Buy |
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