Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | -$10 | – | 858 |
|
|
2023
Q2 | – | Hold |
0
| – | -$10 | – | 789 |
|
|
2023
Q1 | – | Sell |
-1,569
| Closed | -$39.5K | – | 790 |
|
|
2022
Q4 | $39.5K | Hold |
1,569
| – | – | 0.01% | 272 |
|
|
2022
Q3 | $35K | Hold |
1,569
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $37K | Buy |
+1,569
| New | +$37K | 0.01% | 267 |
|