Creative Capital Management Investments’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
Q2 | – | Sell |
-153
| Closed | -$4.11K | – | 275 |
|
|
2024
Q1 | $4.11K | Hold |
153
| – | – | ﹤0.01% | 180 |
|
|
2023
Q4 | $3.88K | Hold |
153
| – | – | ﹤0.01% | 183 |
|
|
2023
Q3 | $3.61K | Hold |
153
| – | – | ﹤0.01% | 192 |
|
|
2023
Q2 | $3.7K | Hold |
153
| – | – | ﹤0.01% | 181 |
|
|
2023
Q1 | $3.73K | Hold |
153
| – | – | ﹤0.01% | 195 |
|
|
2022
Q4 | $4K | Buy |
+153
| New | +$4K | ﹤0.01% | 150 |
|