Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,647
| Closed | -$44.3K | – | 819 |
|
|
2024
Q1 | $44.3K | Hold |
1,647
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $41.8K | Hold |
1,647
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $38.8K | Hold |
1,647
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $39.9K | Hold |
1,647
| – | – | ﹤0.01% | 441 |
|
|
2023
Q1 | $40.2K | Hold |
1,647
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $41.5K | Buy |
1,647
+1,500
| +1,020% | +$37.8K | ﹤0.01% | 439 |
|
|
2022
Q3 | $3K | Hold |
147
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $4K | Hold |
147
| – | – | ﹤0.01% | 614 |
|
|
2022
Q1 | $4K | Hold |
147
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $4K | Hold |
147
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $4K | Hold |
147
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $4K | Hold |
147
| – | – | ﹤0.01% | 598 |
|
|
2021
Q1 | $4K | Hold |
147
| – | – | ﹤0.01% | 575 |
|
|
2020
Q4 | $3K | Hold |
147
| – | – | ﹤0.01% | 520 |
|
|
2020
Q3 | $3K | Hold |
147
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $3K | Hold |
147
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $2K | Hold |
147
| – | – | ﹤0.01% | 521 |
|
|
2019
Q4 | $3K | Hold |
147
| – | – | ﹤0.01% | 505 |
|
|
2019
Q3 | $3K | Hold |
147
| – | – | ﹤0.01% | 493 |
|
|
2019
Q2 | $3K | Hold |
147
| – | – | ﹤0.01% | 487 |
|
|
2019
Q1 | $3K | Hold |
147
| – | – | ﹤0.01% | 486 |
|
|
2018
Q4 | $2K | Hold |
147
| – | – | ﹤0.01% | 486 |
|
|
2018
Q3 | $3K | Hold |
147
| – | – | ﹤0.01% | 499 |
|
|
2018
Q2 | $2K | Hold |
147
| – | – | ﹤0.01% | 498 |
|
|
2018
Q1 | $2K | Buy |
+147
| New | +$2K | ﹤0.01% | 476 |
|