West Wealth Group’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	-13,725	Closed	-$348K	–	89
2023 Q4	$348K	Sell	13,725 -3,915	-22%	-$99.4K	0.14%	61
2023 Q3	$416K	Buy	17,640 +282	+2%	+$6.65K	0.18%	46
2023 Q2	$420K	Buy	+17,358	New	+$420K	0.18%	41