AIS
Accurate Investment Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25
| Closed | -$1K | – | 496 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 416 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 354 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 349 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 317 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 357 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 462 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 462 |
|
|
2017
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 470 |
|
|
2017
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 337 |
|
|
2017
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 295 |
|
|
2016
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 295 |
|