CAN
Claraphi Advisory Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,729
| Closed | -$554K | – | 279 |
|
|
2022
Q2 | $554K | Sell |
7,729
-448
| -5% | -$32.1K | 0.19% | 125 |
|
|
2022
Q1 | $645K | Buy |
+8,177
| New | +$645K | 0.19% | 117 |
|
|
2020
Q2 | – | Sell |
-1,598
| Closed | -$72K | – | 1031 |
|
|
2020
Q1 | $72K | Buy |
+1,598
| New | +$72K | 0.03% | 411 |
|