LWA
LWS Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,999
| Closed | -$286K | – | 63 |
|
|
2022
Q2 | $286K | Buy |
3,999
+39
| +1% | +$2.79K | 0.13% | 53 |
|
|
2022
Q1 | $312K | Buy |
3,960
+50
| +1% | +$3.94K | 0.13% | 48 |
|
|
2021
Q4 | $316K | Buy |
3,910
+30
| +0.8% | +$2.43K | 0.13% | 48 |
|
|
2021
Q3 | $288K | Sell |
3,880
-168
| -4% | -$12.5K | 0.13% | 50 |
|
|
2021
Q2 | $306K | Buy |
4,048
+16
| +0.4% | +$1.21K | 0.14% | 46 |
|
|
2021
Q1 | $294K | Sell |
4,032
-74
| -2% | -$5.4K | 0.13% | 50 |
|
|
2020
Q4 | $263K | Buy |
4,106
+118
| +3% | +$7.56K | 0.12% | 54 |
|
|
2020
Q3 | $221K | Buy |
3,988
+40
| +1% | +$2.22K | 0.11% | 54 |
|
|
2020
Q2 | $204K | Buy |
+3,948
| New | +$204K | 0.11% | 54 |
|