Polaris Wealth Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,269
Closed -$22K 389
2018
Q3
$22K Buy
1,269
+381
+43% +$6.61K ﹤0.01% 319
2018
Q2
$15K Sell
888
-222
-20% -$3.75K ﹤0.01% 183
2018
Q1
$18K Buy
+1,110
New +$18K ﹤0.01% 304