PWS
Precision Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-87,461
| Closed | -$6.61M | – | 109 |
|
|
2022
Q4 | $6.61M | Buy |
87,461
+5,482
| +7% | +$414K | 6.89% | 2 |
|
|
2022
Q3 | $5.85M | Sell |
81,979
-33,386
| -29% | -$2.38M | 5.16% | 3 |
|
|
2022
Q2 | $8.22M | Buy |
115,365
+37,335
| +48% | +$2.66M | 6.47% | 2 |
|
|
2022
Q1 | $6.16M | Buy |
78,030
+28,613
| +58% | +$2.26M | 3.65% | 5 |
|
|
2021
Q4 | $3.99M | Sell |
49,417
-7,324
| -13% | -$592K | 2.88% | 5 |
|
|
2021
Q3 | $4.21M | Buy |
+56,741
| New | +$4.21M | 3.26% | 5 |
|