JVL Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $277K | Buy |
|
|||||
|
2020
Q2 | $219K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $236K | Hold |
|
|||||
|
2019
Q3 | $224K | Hold |
|
|||||
|
2019
Q2 | $217K | Hold |
|
|||||
|
2019
Q1 | $213K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $216K | Hold |
|
|||||
|
2018
Q2 | $201K | Hold |
|
|||||
|
2018
Q1 | $200K | Hold |
|
|||||
|
2017
Q4 | $209K | Buy |
|