FourThought Financial’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
Q3 | $66K | Hold |
3,000
| – | – | 0.01% | 526 |
|
|
2022
Q2 | $72K | Hold |
3,000
| – | – | 0.01% | 515 |
|
|
2022
Q1 | $79K | Hold |
3,000
| – | – | 0.01% | 533 |
|
|
2021
Q4 | $81K | Hold |
3,000
| – | – | 0.01% | 525 |
|
|
2021
Q3 | $74K | Sell |
3,000
-687
| -19% | -$16.9K | 0.01% | 576 |
|
|
2021
Q2 | $92K | Buy |
3,687
+687
| +23% | +$17.1K | 0.01% | 527 |
|
|
2021
Q1 | $72K | Hold |
3,000
| – | – | 0.01% | 586 |
|
|
2020
Q4 | $64K | Buy |
+3,000
| New | +$64K | 0.01% | 604 |
|