Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,464
| Closed | -$71K | – | 329 |
|
|
2016
Q4 | $71K | Hold |
3,464
| – | – | 0.01% | 154 |
|
|
2016
Q3 | $74K | Hold |
3,464
| – | – | 0.01% | 156 |
|
|
2016
Q2 | $75K | Hold |
3,464
| – | – | 0.01% | 158 |
|
|
2016
Q1 | $72K | Hold |
3,464
| – | – | 0.01% | 160 |
|
|
2015
Q4 | $69K | Hold |
3,464
| – | – | 0.01% | 189 |
|
|
2015
Q3 | $64K | Buy |
+3,464
| New | +$64K | 0.01% | 179 |
|