Milestone Investment Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,333
| Closed | -$178K | – | 138 |
|
|
2024
Q1 | $178K | Hold |
7,333
| – | – | 0.05% | 76 |
|
|
2023
Q4 | $180K | Hold |
7,333
| – | – | 0.05% | 71 |
|
|
2023
Q3 | $169K | Sell |
7,333
-6,120
| -45% | -$141K | 0.05% | 114 |
|
|
2023
Q2 | $322K | Sell |
13,453
-10,983
| -45% | -$263K | 0.1% | 58 |
|
|
2023
Q1 | $577K | Hold |
24,436
| – | – | 0.18% | 49 |
|
|
2022
Q4 | $548K | Buy |
+24,436
| New | +$548K | 0.19% | 46 |
|