Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-26,799
| Closed | -$705K | – | 48 |
|
|
2022
Q1 | $705K | Buy |
26,799
+5,253
| +24% | +$138K | 0.31% | 37 |
|
|
2021
Q4 | $581K | Buy |
21,546
+45
| +0.2% | +$1.21K | 0.24% | 48 |
|
|
2021
Q3 | $532K | Buy |
21,501
+8,532
| +66% | +$211K | 0.22% | 46 |
|
|
2021
Q2 | $327K | Buy |
+12,969
| New | +$327K | 0.13% | 57 |
|
|
2020
Q1 | – | Sell |
-7,884
| Closed | -$152K | – | 510 |
|
|
2019
Q4 | $152K | Hold |
7,884
| – | – | 0.07% | 82 |
|
|
2019
Q3 | $144K | Buy |
+7,884
| New | +$144K | 0.07% | 80 |
|