Peachtree Investment Advisors’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
2015
Q3
Sell
-825
Closed -$11K 218
2015
Q2
$11K Buy
825
+153
+23% +$2.04K 0.01% 254
2015
Q1
$9K Hold
672
0.01% 268
2014
Q4
$9K Hold
672
0.01% 294
2014
Q3
$9K Buy
+672
New +$9K 0.01% 305