Twin Focus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,426
| Closed | -$228K | – | 215 |
|
|
2023
Q2 | $228K | Hold |
9,426
| – | – | 0.05% | 198 |
|
|
2023
Q1 | $230K | Buy |
9,426
+921
| +11% | +$22.5K | 0.05% | 198 |
|
|
2022
Q4 | $214K | Buy |
+8,505
| New | +$214K | 0.04% | 202 |
|
|
2022
Q3 | – | Sell |
-8,505
| Closed | -$203K | – | 207 |
|
|
2022
Q2 | $203K | Hold |
8,505
| – | – | 0.05% | 191 |
|
|
2022
Q1 | $224K | Buy |
+8,505
| New | +$224K | 0.04% | 202 |
|