Balboa Wealth Partners’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,492
| Closed | -$301K | – | 376 |
|
|
2024
Q3 | $301K | Buy |
11,492
+1,553
| +16% | +$40.6K | 0.07% | 189 |
|
|
2024
Q2 | $234K | Hold |
9,939
| – | – | 0.06% | 225 |
|
|
2024
Q1 | $241K | Hold |
9,939
| – | – | 0.07% | 196 |
|
|
2023
Q4 | $244K | Hold |
9,939
| – | – | 0.08% | 191 |
|
|
2023
Q3 | $229K | Buy |
9,939
+800
| +9% | +$18.4K | 0.09% | 192 |
|
|
2023
Q2 | $219K | Buy |
+9,139
| New | +$219K | 0.08% | 218 |
|