Nachman Norwood & Parrott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.4M | Buy |
55,719
+16,599
| +42% | +$418K | 0.14% | 102 |
|
|
2021
Q1 | $951K | Buy |
39,120
+1,782
| +5% | +$43.3K | 0.1% | 128 |
|
|
2020
Q4 | $798K | Buy |
37,338
+5,352
| +17% | +$114K | 0.09% | 134 |
|
|
2020
Q3 | $590K | Buy |
31,986
+3,954
| +14% | +$72.9K | 0.08% | 143 |
|
|
2020
Q2 | $484K | Sell |
28,032
-1,737
| -6% | -$30K | 0.08% | 155 |
|
|
2020
Q1 | $446K | Buy |
+29,769
| New | +$446K | 0.09% | 146 |
|