WealthTrust-Arizona’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,716
| Closed | -$23K | – | 651 |
|
|
2015
Q1 | $23K | Buy |
1,716
+12
| +0.7% | +$161 | 0.01% | 255 |
|
|
2014
Q4 | $23K | Buy |
1,704
+12
| +0.7% | +$162 | 0.02% | 250 |
|
|
2014
Q3 | $22K | Buy |
1,692
+9
| +0.5% | +$117 | 0.02% | 266 |
|
|
2014
Q2 | $21K | Buy |
1,683
+141
| +9% | +$1.76K | 0.02% | 274 |
|
|
2014
Q1 | $19K | Buy |
+1,542
| New | +$19K | 0.02% | 309 |
|