New England Guild Wealth Advisors’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 | $758K | Hold |
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|
2022
Q3 | $667K | Hold |
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|
2022
Q2 | $719K | Hold |
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|
2022
Q1 | $792K | Buy |
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|
2021
Q4 | $759K | Hold |
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|
2021
Q3 | $697K | Hold |
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|
2021
Q2 | $710K | Hold |
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|
2021
Q1 | $684K | Hold |
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|
2020
Q4 | $602K | Hold |
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|
2020
Q3 | $519K | Hold |
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|
2020
Q2 | $486K | Hold |
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|
2020
Q1 | $422K | Hold |
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|
2019
Q4 | $544K | Hold |
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|
2019
Q3 | $514K | Hold |
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|
2019
Q2 | $498K | Hold |
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|
2019
Q1 | $491K | Hold |
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|
2018
Q4 | $441K | Hold |
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|
2018
Q3 | $497K | Hold |
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|
2018
Q2 | $463K | Hold |
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|
2018
Q1 | $460K | Hold |
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|
2017
Q4 | $480K | Buy |
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