Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,694
| Closed | -$39.7K | – | 596 |
|
|
2022
Q4 | $39.7K | Sell |
1,694
-812
| -32% | -$19K | 0.02% | 304 |
|
|
2022
Q3 | $58K | Sell |
2,506
-678
| -21% | -$15.7K | 0.04% | 254 |
|
|
2022
Q2 | $76K | Sell |
3,184
-886
| -22% | -$21.1K | 0.05% | 234 |
|
|
2022
Q1 | $99K | Buy |
4,070
+2,640
| +185% | +$64.2K | 0.05% | 226 |
|
|
2021
Q4 | $36K | Buy |
+1,430
| New | +$36K | 0.02% | 343 |
|