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JOYN Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

JOYN Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-183
Closed -$3K – 1155
2018
Q4 		$3K Hold
183
– – ﹤0.01% 1417
2018
Q3 		$3K Hold
183
– – ﹤0.01% 1377
2018
Q2 		$3K Sell
183
-6,327
-97% -$104K ﹤0.01% 1331
2018
Q1 		$106K Buy
+6,510
New +$106K 0.02% 253