WR Wealth Planners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $3.89K | Sell |
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|
2024
Q1 | $5.16K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $49.5K | Sell |
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|
2023
Q2 | $59.6K | Buy |
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|
2023
Q1 | $1.61K | Buy |
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|
2022
Q4 | $529 | Hold |
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|
2022
Q3 | $465 | Sell |
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|
2022
Q2 | $2.51K | Hold |
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|
2022
Q1 | $2.76K | Buy |
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