Atlas Private Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-750
Closed -$18K 328
2021
Q1
$18K Hold
750
0.01% 267
2020
Q4
$16K Buy
+750
New +$16K 0.01% 276