WR Wealth Planners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18K | Sell |
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|
2024
Q3 | $22.1K | Sell |
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2024
Q2 | $21.6K | Sell |
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|
2024
Q1 | $22.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $30.3K | Sell |
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|
2023
Q2 | $32.7K | Sell |
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|
2023
Q1 | $41.3K | Sell |
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|
2022
Q4 | $42.7K | Sell |
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|
2022
Q3 | $49.8K | Sell |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $114K | Buy |
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