AllSquare Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-790
| Closed | -$16K | – | 419 |
|
|
2017
Q4 | $16K | Hold |
790
| – | – | 0.01% | 252 |
|
|
2017
Q3 | $16K | Hold |
790
| – | – | 0.01% | 245 |
|
|
2017
Q2 | $16K | Hold |
790
| – | – | 0.02% | 120 |
|
|
2017
Q1 | $16K | Hold |
790
| – | – | 0.01% | 231 |
|
|
2016
Q4 | $16K | Hold |
790
| – | – | 0.01% | 208 |
|
|
2016
Q3 | $17K | Hold |
790
| – | – | 0.02% | 188 |
|
|
2016
Q2 | $17K | Sell |
790
-4,684
| -86% | -$101K | 0.02% | 180 |
|
|
2016
Q1 | $113K | Hold |
5,474
| – | – | 0.11% | 72 |
|
|
2015
Q4 | $108K | Hold |
5,474
| – | – | 0.11% | 76 |
|
|
2015
Q3 | $102K | Hold |
5,474
| – | – | 0.1% | 74 |
|
|
2015
Q2 | $99K | Hold |
5,474
| – | – | 0.09% | 84 |
|
|
2015
Q1 | $111K | Hold |
5,474
| – | – | 0.11% | 81 |
|
|
2014
Q4 | $107K | Buy |
+5,474
| New | +$107K | 0.1% | 78 |
|