Trifecta Capital Advisors’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
2024 Q1	–	Sell	-2,250	Closed	-$57.1K	–	437
2023 Q4	$57.1K	Sell	2,250 -450	-17%	-$11.4K	0.02%	131
2023 Q3	$63.7K	Buy	2,700 +450	+20%	+$10.6K	0.02%	124
2023 Q2	$54.5K	Buy	+2,250	New	+$54.5K	0.02%	138