Fortune Financial Advisors’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 Q3	–	Sell	-36,738	Closed	-$952K	–	117
2024 Q2	$952K	Buy	36,738 +9,753	+36%	+$253K	0.58%	56
2024 Q1	$725K	Buy	+26,985	New	+$725K	0.46%	67