GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.18M | Sell |
148,209
-2,100
| -1% | -$59.2K | 0.31% | 77 |
|
|
2024
Q2 | $3.9M | Sell |
150,309
-9,366
| -6% | -$243K | 0.3% | 80 |
|
|
2024
Q1 | $4.29M | Buy |
159,675
+9,447
| +6% | +$254K | 0.34% | 71 |
|
|
2023
Q4 | $3.81M | Sell |
150,228
-627
| -0.4% | -$15.9K | 0.32% | 79 |
|
|
2023
Q3 | $3.56M | Buy |
150,855
+1,110
| +0.7% | +$26.2K | 0.35% | 72 |
|
|
2023
Q2 | $3.62M | Sell |
149,745
-2,007
| -1% | -$48.6K | 0.33% | 75 |
|
|
2023
Q1 | $3.7M | Buy |
151,752
+142,455
| +1,532% | +$3.47M | 0.44% | 56 |
|
|
2022
Q4 | $234K | Buy |
+9,297
| New | +$234K | 0.05% | 193 |
|
|
2022
Q1 | – | Sell |
-9,792
| Closed | -$264K | – | 219 |
|
|
2021
Q4 | $264K | Buy |
+9,792
| New | +$264K | 0.07% | 175 |
|