GG
Gofen & Glossberg’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $247K | Sell |
3,271
-447
| -12% | -$33.8K | 0.01% | 470 |
|
|
2022
Q3 | $247K | Buy |
3,718
+13
| +0.4% | +$864 | 0.01% | 451 |
|
|
2022
Q2 | $265K | Hold |
3,705
| – | – | 0.01% | 440 |
|
|
2022
Q1 | $292K | Buy |
3,705
+80
| +2% | +$6.31K | 0.01% | 447 |
|
|
2021
Q4 | $293K | Sell |
3,625
-80
| -2% | -$6.47K | 0.01% | 456 |
|
|
2021
Q3 | $275K | Buy |
3,705
+205
| +6% | +$15.2K | 0.01% | 463 |
|
|
2021
Q2 | $265K | Buy |
+3,500
| New | +$265K | 0.01% | 462 |
|