HNWAG
High Net Worth Advisory Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,000
| Closed | -$320K | – | 685 |
|
|
2022
Q3 | $320K | Hold |
16,000
| – | – | 0.14% | 136 |
|
|
2022
Q2 | $360K | Hold |
16,000
| – | – | 0.15% | 126 |
|
|
2022
Q1 | $411K | Sell |
16,000
-4,000
| -20% | -$103K | 0.15% | 125 |
|
|
2021
Q4 | $513K | Buy |
+20,000
| New | +$513K | 0.18% | 109 |
|