Ackerman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,188
| Closed | -$1.07M | – | 178 |
|
|
2019
Q4 | $1.07M | Buy |
55,188
+993
| +2% | +$19.2K | 0.32% | 44 |
|
|
2019
Q3 | $990K | Buy |
54,195
+1,611
| +3% | +$29.4K | 0.34% | 43 |
|
|
2019
Q2 | $930 | Buy |
52,584
+288
| +0.6% | +$5 | ﹤0.01% | 84 |
|
|
2019
Q1 | $911 | Sell |
52,296
-1,296
| -2% | -$23 | ﹤0.01% | 86 |
|
|
2018
Q4 | $839 | Buy |
+53,592
| New | +$839 | 0.07% | 88 |
|