Windle Wealth’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 Q3	–	Sell	-40,377	Closed	-$977K	–	29
2023 Q2	$977K	Sell	40,377 -12,249	-23%	-$297K	0.71%	27
2023 Q1	$1.28M	Sell	52,626 -4,269	-8%	-$104K	0.95%	25
2022 Q4	$1.43M	Buy	+56,895	New	+$1.43M	1.12%	23