Bourgeon Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-555
| Closed | -$14.1K | – | 322 |
|
|
2023
Q4 | $14.1K | Hold |
555
| – | – | ﹤0.01% | 231 |
|
|
2023
Q3 | $13.1K | Hold |
555
| – | – | ﹤0.01% | 221 |
|
|
2023
Q2 | $13.4K | Hold |
555
| – | – | ﹤0.01% | 235 |
|
|
2023
Q1 | $13.5K | Sell |
555
-510
| -48% | -$12.4K | ﹤0.01% | 218 |
|
|
2022
Q4 | $26.8K | Buy |
1,065
+510
| +92% | +$12.8K | 0.01% | 183 |
|
|
2022
Q3 | $12K | Buy |
+555
| New | +$12K | ﹤0.01% | 213 |
|