Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.17M | Sell |
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2021
Q2 | $4.27M | Buy |
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|
2021
Q1 | $4.09M | Buy |
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|
2020
Q4 | $2.74M | Hold |
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|
2020
Q3 | $2.74M | Buy |
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|
2020
Q2 | $2.23M | Sell |
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|
2020
Q1 | $2.48M | Sell |
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|
2019
Q4 | $3.76M | Buy |
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|
2019
Q3 | $3.5M | Buy |
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|
2019
Q2 | $3.31M | Sell |
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|
2019
Q1 | $3.33M | Buy |
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|
2018
Q4 | $2.83M | Buy |
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|
2018
Q3 | $1.47M | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $2.95M | Sell |
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|
2017
Q4 | $3.36M | Buy |
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