WestHill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,857
| Closed | -$43.8K | – | 103 |
|
|
2023
Q3 | $43.8K | Buy |
1,857
+957
| +106% | +$22.6K | 0.01% | 86 |
|
|
2023
Q2 | $21.8K | Hold |
900
| – | – | 0.01% | 93 |
|
|
2023
Q1 | $21.9K | Buy |
900
+600
| +200% | +$14.6K | 0.01% | 92 |
|
|
2022
Q4 | $7.55K | Hold |
300
| – | – | ﹤0.01% | 106 |
|
|
2022
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 99 |
|
|
2022
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 104 |
|
|
2022
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 111 |
|
|
2021
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 113 |
|
|
2021
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 98 |
|
|
2021
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 79 |
|
|
2020
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 79 |
|