Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.34M | Buy |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $775K | Buy |
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|
2020
Q1 | $673K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $855K | Sell |
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|
2019
Q1 | $902K | Buy |
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|
2018
Q4 | $605K | Buy |
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|
2018
Q3 | $546K | Sell |
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|
2018
Q2 | $568K | Sell |
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|
2018
Q1 | $594K | Buy |
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