Alliance Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,588
| Closed | -$263K | – | 55 |
|
|
2018
Q3 | $263K | Sell |
12,588
-22,794
| -64% | -$476K | 0.14% | 47 |
|
|
2018
Q2 | $739K | Sell |
35,382
-70,882
| -67% | -$1.48M | 0.43% | 36 |
|
|
2018
Q1 | $2.03M | Buy |
106,264
+3,178
| +3% | +$60.8K | 0.95% | 24 |
|
|
2017
Q4 | $2.14M | Sell |
103,086
-102,248
| -50% | -$2.12M | 1.06% | 23 |
|
|
2017
Q3 | $4.22M | Buy |
205,334
+107,096
| +109% | +$2.2M | 1.07% | 24 |
|
|
2017
Q2 | $2.03M | Buy |
98,238
+54,496
| +125% | +$1.12M | 1.14% | 24 |
|
|
2017
Q1 | $907K | Buy |
+43,742
| New | +$907K | 0.52% | 41 |
|