Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-38,397
| Closed | -$576K | – | 128 |
|
|
2020
Q1 | $576K | Buy |
38,397
+20,472
| +114% | +$307K | 0.15% | 64 |
|
|
2019
Q4 | $346K | Buy |
+17,925
| New | +$346K | 0.11% | 85 |
|
|
2017
Q1 | – | Sell |
-17,148
| Closed | -$249K | – | 104 |
|
|
2016
Q4 | $249K | Sell |
17,148
-29,553
| -63% | -$429K | 0.1% | 88 |
|
|
2016
Q3 | $659K | Sell |
46,701
-25,029
| -35% | -$353K | 0.25% | 55 |
|
|
2016
Q2 | $991K | Sell |
71,730
-1,833
| -2% | -$25.3K | 0.38% | 45 |
|
|
2016
Q1 | $983K | Buy |
+73,563
| New | +$983K | 0.37% | 49 |
|