Winslow Evans & Crocker’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
Q4 | $63K | Buy |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $46K | Sell |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $50K | Hold |
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|
2019
Q2 | $48K | Sell |
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|
2019
Q1 | $58K | Buy |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $46K | Hold |
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|
2018
Q1 | $44.1K | Hold |
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|
2017
Q4 | $46.1K | Hold |
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|
2017
Q3 | $42.1K | Sell |
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|
2017
Q2 | $54.1K | Hold |
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|
2017
Q1 | $53.5K | Buy |
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|
2016
Q4 | $47.9K | Hold |
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|
2016
Q3 | $46.5K | Buy |
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|
2016
Q2 | $21.8K | Buy |
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|
2016
Q1 | $9.02K | Sell |
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|
2015
Q4 | $8.68K | Hold |
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|
2015
Q3 | $8.09K | Hold |
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|
2015
Q2 | $8.62K | Buy |
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