Ten Capital Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $644K | Sell |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $142K | Buy |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $156K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $146K | Buy |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $51K | Buy |
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