Ahrens Investment Partners’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
Q1 | $574K | Sell |
23,532
-21,027
| -47% | -$513K | 0.28% | 64 |
|
|
2022
Q4 | $1.12M | Buy |
44,559
+4,656
| +12% | +$117K | 0.51% | 52 |
|
|
2022
Q3 | $884K | Buy |
39,903
+25,128
| +170% | +$557K | 0.47% | 45 |
|
|
2022
Q2 | $353K | Buy |
14,775
+13,200
| +838% | +$315K | 0.16% | 110 |
|
|
2022
Q1 | $41K | Sell |
1,575
-2,136
| -58% | -$55.6K | 0.01% | 433 |
|
|
2021
Q4 | $100K | Buy |
+3,711
| New | +$100K | 0.04% | 289 |
|