YorkBridge Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-362
| Closed | -$9K | – | 830 |
|
|
2018
Q2 | $9K | Hold |
362
| – | – | ﹤0.01% | 631 |
|
|
2018
Q1 | $9K | Hold |
362
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $9K | Hold |
362
| – | – | ﹤0.01% | 645 |
|
|
2017
Q3 | $9K | Hold |
362
| – | – | ﹤0.01% | 651 |
|
|
2017
Q2 | $9K | Hold |
362
| – | – | ﹤0.01% | 646 |
|
|
2017
Q1 | $9K | Buy |
+362
| New | +$9K | ﹤0.01% | 633 |
|