Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.61M | Buy |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $427K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $24K | Buy |
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|
2018
Q2 | $23K | Buy |
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|
2018
Q1 | $22K | Buy |
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|
2017
Q4 | $23K | Buy |
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