Northwest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-270
| Closed | -$5K | – | 398 |
|
|
2019
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 413 |
|
|
2018
Q4 | $4K | Hold |
270
| – | – | ﹤0.01% | 416 |
|
|
2018
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 423 |
|
|
2018
Q2 | $4K | Sell |
270
-30
| -10% | -$444 | ﹤0.01% | 434 |
|
|
2018
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 425 |
|