Triad Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,531
| Closed | -$391K | – | 112 |
|
|
2022
Q4 | $391K | Buy |
15,531
+417
| +3% | +$10.5K | 0.17% | 64 |
|
|
2022
Q3 | $335K | Sell |
15,114
-36
| -0.2% | -$798 | 0.18% | 65 |
|
|
2022
Q2 | $362K | Hold |
15,150
| – | – | 0.2% | 64 |
|
|
2022
Q1 | $398K | Sell |
15,150
-213
| -1% | -$5.6K | 0.21% | 63 |
|
|
2021
Q4 | $414K | Buy |
+15,363
| New | +$414K | 0.25% | 62 |
|