Destiny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,751
| Closed | -$69.3K | – | 550 |
|
|
2022
Q4 | $69.3K | Buy |
2,751
+132
| +5% | +$3.32K | 0.02% | 253 |
|
|
2022
Q3 | $58K | Hold |
2,619
| – | – | 0.01% | 265 |
|
|
2022
Q2 | $63K | Hold |
2,619
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $69K | Sell |
2,619
-13,671
| -84% | -$360K | 0.01% | 286 |
|
|
2021
Q4 | $439K | Hold |
16,290
| – | – | 0.08% | 113 |
|
|
2021
Q3 | $403K | Buy |
16,290
+87
| +0.5% | +$2.15K | 0.08% | 114 |
|
|
2021
Q2 | $408K | Buy |
16,203
+13,509
| +501% | +$340K | 0.08% | 132 |
|
|
2021
Q1 | $65K | Sell |
2,694
-282
| -9% | -$6.8K | 0.01% | 241 |
|
|
2020
Q4 | $64K | Buy |
+2,976
| New | +$64K | 0.01% | 267 |
|