MGO Private Wealth’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
2023 Q1	–	Sell	-21,705	Closed	-$547K	–	114
2022 Q4	$547K	Sell	21,705 -420	-2%	-$10.6K	0.25%	73
2022 Q3	$490K	Buy	+22,125	New	+$490K	0.23%	70