I2I
Insight 2811 Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,960
| Closed | -$492K | – | 82 |
|
|
2023
Q3 | $492K | Hold |
6,960
| – | – | 0.28% | 41 |
|
|
2023
Q2 | $505K | Sell |
6,960
-85
| -1% | -$6.17K | 0.28% | 44 |
|
|
2023
Q1 | $515K | Sell |
7,045
-110
| -2% | -$8.05K | 0.32% | 40 |
|
|
2022
Q4 | $540K | Sell |
7,155
-265
| -4% | -$20K | 0.33% | 37 |
|
|
2022
Q3 | $493K | Buy |
7,420
+215
| +3% | +$14.3K | 0.33% | 32 |
|
|
2022
Q2 | $516K | Buy |
7,205
+4,215
| +141% | +$302K | 0.34% | 33 |
|
|
2022
Q1 | $236K | Buy |
+2,990
| New | +$236K | 0.14% | 74 |
|