Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,653
| Closed | -$236K | – | 163 |
|
|
2022
Q3 | $236K | Hold |
10,653
| – | – | 0.09% | 128 |
|
|
2022
Q2 | $254K | Hold |
10,653
| – | – | 0.09% | 133 |
|
|
2022
Q1 | $280K | Hold |
10,653
| – | – | 0.09% | 138 |
|
|
2021
Q4 | $279K | Sell |
10,653
-8,979
| -46% | -$235K | 0.09% | 126 |
|
|
2021
Q3 | $486K | Buy |
+19,632
| New | +$486K | 0.16% | 100 |
|