SWM
Sugarloaf Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$12.7K | – | 709 |
|
|
2024
Q3 | $12.7K | Buy |
+150
| New | +$12.7K | ﹤0.01% | 474 |
|
|
2024
Q2 | – | Sell |
-267
| Closed | -$21.5K | – | 681 |
|
|
2024
Q1 | $21.5K | Buy |
+267
| New | +$21.5K | ﹤0.01% | 395 |
|
|
2023
Q4 | – | Sell |
-2,710
| Closed | -$192K | – | 714 |
|
|
2023
Q3 | $192K | Buy |
2,710
+108
| +4% | +$7.64K | 0.05% | 133 |
|
|
2023
Q2 | $189K | Buy |
+2,602
| New | +$189K | 0.04% | 141 |
|
|
2023
Q1 | – | Sell |
-91
| Closed | -$6.91K | – | 768 |
|
|
2022
Q4 | $6.91K | Buy |
91
+10
| +12% | +$759 | ﹤0.01% | 532 |
|
|
2022
Q3 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 592 |
|