Wealthspire Advisors (New York)’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,375
| Closed | -$599K | – | 666 |
|
|
2023
Q4 | $599K | Hold |
24,375
| – | – | 0.01% | 390 |
|
|
2023
Q3 | $561K | Sell |
24,375
-232
| -0.9% | -$5.34K | 0.01% | 371 |
|
|
2023
Q2 | $589K | Sell |
24,607
-500
| -2% | -$12K | 0.01% | 334 |
|
|
2023
Q1 | $593K | Hold |
25,107
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $563K | Hold |
25,107
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $502K | Sell |
25,107
-4,268
| -15% | -$85.3K | 0.01% | 333 |
|
|
2022
Q2 | $661K | Buy |
+29,375
| New | +$661K | 0.01% | 277 |
|