Lehman & Derafelo Financial Resources’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 | $1.58M | Buy |
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|
2022
Q3 | $1.34M | Hold |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.73M | Hold |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.67M | Hold |
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|
2021
Q1 | $1.61M | Hold |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.18M | Hold |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.38M | Hold |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.29M | Hold |
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|
2019
Q1 | $1.25M | Hold |
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|
2018
Q4 | $1.12M | Buy |
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