Physicians Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-627
| Closed | -$9K | – | 230 |
|
|
2016
Q4 | $9K | Sell |
627
-3
| -0.5% | -$43 | 0.01% | 243 |
|
|
2016
Q3 | $9K | Buy |
630
+3
| +0.5% | +$43 | 0.01% | 237 |
|
|
2016
Q2 | $9K | Buy |
627
+6
| +1% | +$86 | 0.01% | 235 |
|
|
2016
Q1 | $8K | Buy |
621
+6
| +1% | +$77 | 0.01% | 231 |
|
|
2015
Q4 | $8K | Buy |
+615
| New | +$8K | 0.01% | 242 |
|