Clear Perspectives Financial Planning’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
2023 Q1	$11K	Sell	450 -63	-12%	-$1.54K	0.01%	138
2022 Q4	$12.9K	Buy	513 +12	+2%	+$302	0.01%	143
2022 Q3	$11K	Buy	501 +51	+11%	+$1.12K	0.01%	141
2022 Q2	$11K	Buy	+450	New	+$11K	﹤0.01%	152