Shine Investment Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $100K | Hold |
|
|||||
|
2020
Q2 | $93K | Hold |
|
|||||
|
2020
Q1 | $81K | Hold |
|
|||||
|
2019
Q4 | $104K | Hold |
|
|||||
|
2019
Q3 | $99K | Hold |
|
|||||
|
2019
Q2 | $96K | Hold |
|
|||||
|
2019
Q1 | $94K | Sell |
|
|||||
|
2018
Q4 | $117K | Buy |
|
|||||
|
2018
Q3 | $95K | Hold |
|
|||||
|
2018
Q2 | $89K | Sell |
|
|||||
|
2018
Q1 | $89K | Sell |
|
|||||
|
2017
Q4 | $167K | Hold |
|
|||||
|
2017
Q3 | $153K | Buy |
|
|||||
|
2017
Q2 | $140K | Buy |
|