Westport Resources Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $92K | Hold |
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|
2016
Q2 | $90K | Hold |
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|
2016
Q1 | $87K | Sell |
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|
2015
Q4 | $103K | Hold |
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|
2015
Q3 | $96K | Sell |
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|
2015
Q2 | $163K | Hold |
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|
2015
Q1 | $167K | Hold |
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|
2014
Q4 | $169K | Sell |
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|
2014
Q3 | $172K | Sell |
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|
2014
Q2 | $189K | Sell |
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|
2014
Q1 | $192K | Buy |
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|
2013
Q4 | $172K | Buy |
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