Morgan Dempsey Capital Management’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 |
-2,403
| Closed | -$61K | – | 93 |
|
|
2023
Q4 | $61K | Buy |
+2,403
| New | +$61K | 0.02% | 62 |
|
|
2022
Q3 | – | Sell |
-7,893
| Closed | -$188K | – | 150 |
|
|
2022
Q2 | $188K | Buy |
+7,893
| New | +$188K | 0.06% | 47 |
|
|
2022
Q1 | – | Sell |
-2,406
| Closed | -$65K | – | 79 |
|
|
2021
Q4 | $65K | Buy |
+2,406
| New | +$65K | 0.02% | 65 |
|