Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-71,073
| Closed | -$1.07M | – | 179 |
|
|
2020
Q1 | $1.07M | Sell |
71,073
-6,039
| -8% | -$90.6K | 0.07% | 68 |
|
|
2019
Q4 | $1.49M | Sell |
77,112
-954
| -1% | -$18.4K | 0.09% | 65 |
|
|
2019
Q3 | $1.43M | Buy |
78,066
+6,750
| +9% | +$124K | 0.09% | 67 |
|
|
2019
Q2 | $1.26M | Buy |
+71,316
| New | +$1.26M | 0.09% | 66 |
|
|
2017
Q3 | – | Sell |
-43,518
| Closed | -$654K | – | 172 |
|
|
2017
Q2 | $654K | Buy |
+43,518
| New | +$654K | 0.1% | 58 |
|