DWP
Destiny Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,457
| Closed | -$307K | – | 165 |
|
|
2023
Q4 | $307K | Hold |
8,457
| – | – | 0.06% | 127 |
|
|
2023
Q3 | $287K | Hold |
8,457
| – | – | 0.06% | 135 |
|
|
2023
Q2 | $308K | Hold |
8,457
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $294K | Sell |
8,457
-9,910
| -54% | -$345K | 0.06% | 137 |
|
|
2022
Q4 | $592K | Buy |
18,367
+428
| +2% | +$13.8K | 0.13% | 91 |
|
|
2022
Q3 | $505K | Sell |
17,939
-7,474
| -29% | -$210K | 0.11% | 94 |
|
|
2022
Q2 | $799K | Buy |
25,413
+5,380
| +27% | +$169K | 0.18% | 73 |
|
|
2022
Q1 | $736K | Buy |
20,033
+1,171
| +6% | +$43K | 0.14% | 84 |
|
|
2021
Q4 | $733K | Hold |
18,862
| – | – | 0.14% | 91 |
|
|
2021
Q3 | $730K | Sell |
18,862
-3,346
| -15% | -$129K | 0.15% | 88 |
|
|
2021
Q2 | $876K | Buy |
22,208
+163
| +0.7% | +$6.43K | 0.17% | 91 |
|
|
2021
Q1 | $829K | Buy |
22,045
+2,414
| +12% | +$90.8K | 0.17% | 80 |
|
|
2020
Q4 | $707K | Buy |
+19,631
| New | +$707K | 0.15% | 89 |
|