Girard Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-71,730
| Closed | -$1.12M | – | 98 |
|
|
2017
Q3 | $1.12M | Buy |
71,730
+6,255
| +10% | +$97.5K | 0.99% | 24 |
|
|
2017
Q2 | $986K | Buy |
65,475
+20,718
| +46% | +$312K | 0.74% | 34 |
|
|
2017
Q1 | $665K | Buy |
44,757
+13,746
| +44% | +$204K | 0.57% | 48 |
|
|
2016
Q4 | $450K | Buy |
31,011
+7,152
| +30% | +$104K | 0.39% | 73 |
|
|
2016
Q3 | $336K | Buy |
+23,859
| New | +$336K | 0.34% | 89 |
|