RFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$7.78K | – | 657 |
|
|
2024
Q2 | $7.78K | Hold |
300
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $8.06K | Hold |
300
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $7.61K | Buy |
+300
| New | +$7.61K | ﹤0.01% | 454 |
|
|
2023
Q3 | – | Sell |
-318
| Closed | -$7.71K | – | 943 |
|
|
2023
Q2 | $7.71K | Buy |
+318
| New | +$7.71K | ﹤0.01% | 468 |
|