Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $26K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $196K | Buy |
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|
2017
Q4 | $204K | Buy |
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|
2017
Q3 | $94K | Buy |
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|
2017
Q2 | $90K | Buy |
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|
2017
Q1 | $89K | Buy |
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|
2016
Q4 | $86K | Buy |
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|
2016
Q3 | $62K | Buy |
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|
2016
Q2 | $60K | Buy |
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|
2016
Q1 | $58K | Buy |
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|
2015
Q4 | $55K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $56K | Buy |
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|
2014
Q4 | $56K | Buy |
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|
2014
Q3 | $55K | Buy |
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