Harborview Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $796K | Buy |
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|
2021
Q2 | $769K | Sell |
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|
2021
Q1 | $818K | Sell |
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|
2020
Q4 | $743K | Sell |
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|
2020
Q3 | $647K | Buy |
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|
2020
Q2 | $605K | Sell |
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|
2020
Q1 | $763K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $996K | Buy |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.45M | Sell |
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|
2017
Q4 | $1.55M | Buy |
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