Intercontinental Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $194K | Sell |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $202K | Hold |
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|
2019
Q1 | $199K | Sell |
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|
2018
Q4 | $197K | Buy |
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