WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18K | Sell |
739
-153
| -17% | -$3.73K | 0.01% | 489 |
|
|
2024
Q3 | $22.1K | Sell |
892
-2
| -0.2% | -$50 | 0.01% | 465 |
|
|
2024
Q2 | $21.6K | Sell |
894
-40
| -4% | -$965 | 0.01% | 435 |
|
|
2024
Q1 | $22.5K | Buy |
+934
| New | +$22.5K | 0.01% | 430 |
|
|
2023
Q4 | – | Sell |
-1,288
| Closed | -$30.3K | – | 731 |
|
|
2023
Q3 | $30.3K | Sell |
1,288
-94
| -7% | -$2.21K | 0.01% | 377 |
|
|
2023
Q2 | $32.7K | Sell |
1,382
-356
| -20% | -$8.41K | 0.01% | 374 |
|
|
2023
Q1 | $41.3K | Sell |
1,738
-82
| -5% | -$1.95K | 0.02% | 340 |
|
|
2022
Q4 | $42.7K | Sell |
1,820
-330
| -15% | -$7.74K | 0.03% | 176 |
|
|
2022
Q3 | $49.8K | Sell |
2,150
-2,084
| -49% | -$48.2K | 0.04% | 160 |
|
|
2022
Q2 | $101K | Sell |
4,234
-464
| -10% | -$11K | 0.07% | 126 |
|
|
2022
Q1 | $114K | Buy |
+4,698
| New | +$114K | 0.07% | 130 |
|