WOSD
WFA of San Diego’s Schwab Ariel Opportunities ETF SAEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.3K | Buy |
+1,913
| New | +$49.3K | 0.04% | 201 |
|
|
2024
Q3 | $50.8K | Hold |
1,913
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $45.4K | Buy |
+1,913
| New | +$45.4K | 0.04% | 185 |
|
|
2023
Q3 | $39K | Hold |
1,913
| – | – | 0.04% | 190 |
|
|
2023
Q2 | $42.6K | Buy |
+1,913
| New | +$42.6K | 0.04% | 182 |
|
|
2023
Q1 | – | Sell |
-1,913
| Closed | -$38.1K | – | 348 |
|
|
2022
Q4 | $38.1K | Buy |
+1,913
| New | +$38.1K | 0.03% | 219 |
|