Pacific Financial Group’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
Q4 | – | Sell |
-34,812
| Closed | -$862K | – | 65 |
|
|
2021
Q3 | $862K | Buy |
34,812
+2,886
| +9% | +$71.5K | 0.62% | 41 |
|
|
2021
Q2 | $805K | Sell |
31,926
-369
| -1% | -$9.3K | 0.56% | 46 |
|
|
2021
Q1 | $785K | Buy |
+32,295
| New | +$785K | 0.63% | 35 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 111 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 132 |
|