Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $258K | Sell |
|
|||||
|
2020
Q2 | $253K | Buy |
|
|||||
|
2020
Q1 | $218K | Buy |
|
|||||
|
2019
Q4 | $278K | Buy |
|
|||||
|
2019
Q3 | $258K | Sell |
|
|||||
|
2019
Q2 | $257K | Hold |
|
|||||
|
2019
Q1 | $253K | Buy |
|
|||||
|
2018
Q4 | $226K | Buy |
|
|||||
|
2018
Q3 | $251K | Buy |
|
|||||
|
2018
Q2 | $232K | Hold |
|
|||||
|
2018
Q1 | $230K | Buy |
|
|||||
|
2017
Q4 | $239K | Buy |
|
|||||
|
2017
Q3 | $217K | Buy |
|
|||||
|
2017
Q2 | $208K | Buy |
|
|||||
|
2017
Q1 | $204K | Buy |
|