Bray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.45K | Sell |
163
-110
| -40% | -$3K | ﹤0.01% | 241 |
|
|
2024
Q3 | $7.69K | Buy |
273
+3
| +1% | +$84 | ﹤0.01% | 234 |
|
|
2024
Q2 | $7.02K | Hold |
270
| – | – | ﹤0.01% | 232 |
|
|
2024
Q1 | $7.28K | Buy |
270
+78
| +41% | +$2.1K | ﹤0.01% | 238 |
|
|
2023
Q4 | $4.87K | Buy |
192
+27
| +16% | +$685 | ﹤0.01% | 242 |
|
|
2023
Q3 | $3.89K | Hold |
165
| – | – | ﹤0.01% | 245 |
|
|
2023
Q2 | $3.99K | Hold |
165
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $4.02K | Buy |
+165
| New | +$4.02K | ﹤0.01% | 254 |
|