Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72,250
| Closed | -$1.73M | – | 295 |
|
|
2023
Q2 | $1.73M | Buy |
72,250
+2,500
| +4% | +$59.9K | 0.13% | 129 |
|
|
2023
Q1 | $1.65M | Buy |
69,750
+19,750
| +40% | +$467K | 0.13% | 129 |
|
|
2022
Q4 | $1.12M | Hold |
50,000
| – | – | 0.1% | 152 |
|
|
2022
Q3 | $1M | Buy |
50,000
+32,000
| +178% | +$641K | 0.09% | 154 |
|
|
2022
Q2 | $405K | Buy |
18,000
+5,000
| +38% | +$113K | 0.04% | 212 |
|
|
2022
Q1 | $334K | Buy |
+13,000
| New | +$334K | 0.03% | 232 |
|