CWA
Cypress Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,469
| Closed | -$274K | – | 218 |
|
|
2016
Q3 | $274K | Sell |
6,469
-11,700
| -64% | -$496K | 0.12% | 144 |
|
|
2016
Q2 | $753K | Sell |
18,169
-75
| -0.4% | -$3.11K | 0.37% | 63 |
|
|
2016
Q1 | $731K | Buy |
+18,244
| New | +$731K | 0.33% | 60 |
|
|
2015
Q4 | – | Sell |
-20,399
| Closed | -$733K | – | 196 |
|
|
2015
Q3 | $733K | Buy |
20,399
+17,600
| +629% | +$632K | 0.4% | 56 |
|
|
2015
Q2 | $107K | Buy |
+2,799
| New | +$107K | 0.06% | 148 |
|