WR Wealth Planners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.52K | Sell |
250
-134
| -35% | -$2.96K | ﹤0.01% | 681 |
|
|
2024
Q3 | $8.86K | Hold |
384
| – | – | ﹤0.01% | 650 |
|
|
2024
Q2 | $8.47K | Hold |
384
| – | – | ﹤0.01% | 630 |
|
|
2024
Q1 | $8.54K | Buy |
+384
| New | +$8.54K | ﹤0.01% | 629 |
|
|
2023
Q4 | – | Sell |
-564
| Closed | -$11.9K | – | 730 |
|
|
2023
Q3 | $11.9K | Sell |
564
-100
| -15% | -$2.11K | ﹤0.01% | 515 |
|
|
2023
Q2 | $14.6K | Sell |
664
-1,008
| -60% | -$22.2K | 0.01% | 482 |
|
|
2023
Q1 | $37.3K | Hold |
1,672
| – | – | 0.02% | 354 |
|
|
2022
Q4 | $36K | Sell |
1,672
-398
| -19% | -$8.58K | 0.02% | 188 |
|
|
2022
Q3 | $43.5K | Sell |
2,070
-326
| -14% | -$6.85K | 0.03% | 172 |
|
|
2022
Q2 | $53.4K | Sell |
2,396
-1,124
| -32% | -$25.1K | 0.04% | 162 |
|
|
2022
Q1 | $84.2K | Buy |
+3,520
| New | +$84.2K | 0.05% | 139 |
|