Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-171
| Closed | -$4.34K | – | 221 |
|
|
2023
Q4 | $4.34K | Hold |
171
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $4.03K | Hold |
171
| – | – | ﹤0.01% | 225 |
|
|
2023
Q2 | $4.14K | Hold |
171
| – | – | ﹤0.01% | 226 |
|
|
2023
Q1 | $4.17K | Hold |
171
| – | – | ﹤0.01% | 196 |
|
|
2022
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 202 |
|
|
2022
Q3 | $4K | Sell |
171
-72
| -30% | -$1.68K | ﹤0.01% | 203 |
|
|
2022
Q2 | $6K | Buy |
243
+72
| +42% | +$1.78K | ﹤0.01% | 207 |
|
|
2022
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 192 |
|
|
2021
Q4 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 209 |
|