WCA
Westover Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,641
| Closed | -$366K | – | 186 |
|
|
2022
Q1 | $366K | Buy |
4,641
+191
| +4% | +$15.1K | 0.11% | 124 |
|
|
2021
Q4 | $360K | Buy |
4,450
+157
| +4% | +$12.7K | 0.1% | 132 |
|
|
2021
Q3 | $319K | Sell |
4,293
-79
| -2% | -$5.87K | 0.1% | 133 |
|
|
2021
Q2 | $331K | Buy |
4,372
+763
| +21% | +$57.8K | 0.11% | 132 |
|
|
2021
Q1 | $263K | Buy |
3,609
+121
| +3% | +$8.82K | 0.09% | 143 |
|
|
2020
Q4 | $224K | Buy |
+3,488
| New | +$224K | 0.08% | 138 |
|