MW
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Milestone Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Milestone Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$6K Hold
273
– – 0.01% 192
2022
Q2 		$7K Hold
273
– – 0.01% 186
2022
Q1 		$7K Hold
273
– – 0.01% 217
2021
Q4 		$7K Buy
+273
New +$7K 0.01% 217