Aviance Capital 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
Q3
Sell
-8,853
Closed -$214K 269
2023
Q2
$214K Buy
8,853
+36
+0.4% +$872 0.05% 244
2023
Q1
$215K Buy
8,817
+846
+11% +$20.6K 0.05% 245
2022
Q4
$201K Buy
+7,971
New +$201K 0.05% 267