Doyle Wealth Management’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
2019
Q3
Sell
-3,417
Closed -$60K 646
2019
Q2
$60K Buy
+3,417
New +$60K 0.01% 330
2019
Q1
Sell
-3,417
Closed -$53K 631
2018
Q4
$53K Buy
+3,417
New +$53K 0.01% 344