Advantage Investment Management’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-114
| Closed | -$2K | – | 995 |
|
2018
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 920 |
|
2018
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 951 |
|
2018
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 877 |
|
2018
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 920 |
|
2017
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 930 |
|
2017
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 952 |
|
2017
Q2 | $2K | Sell |
114
-68
| -37% | -$1.19K | ﹤0.01% | 977 |
|
2017
Q1 | $4K | Buy |
182
+68
| +60% | +$1.5K | ﹤0.01% | 836 |
|
2016
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 863 |
|
2016
Q3 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 838 |
|