Jamison Private Wealth Management’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
Q4 | – | Sell |
-6,651
| Closed | -$187K | – | 417 |
|
|
2024
Q3 | $187K | Buy |
6,651
+2,046
| +44% | +$57.6K | 0.03% | 193 |
|
|
2024
Q2 | $119K | Sell |
4,605
-117
| -2% | -$3.03K | 0.02% | 207 |
|
|
2024
Q1 | $127K | Sell |
4,722
-330
| -7% | -$8.87K | 0.02% | 202 |
|
|
2023
Q4 | $128K | Sell |
5,052
-141
| -3% | -$3.58K | 0.02% | 190 |
|
|
2023
Q3 | $122K | Buy |
+5,193
| New | +$122K | 0.03% | 184 |
|