Beck Mack & Oliver’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-21,500
| Closed | -$494K | – | 208 |
|
2019
Q4 | $494K | Hold |
21,500
| – | – | 0.02% | 146 |
|
2019
Q3 | $507K | Hold |
21,500
| – | – | 0.02% | 146 |
|
2019
Q2 | $478K | Hold |
21,500
| – | – | 0.02% | 150 |
|
2019
Q1 | $478K | Sell |
21,500
-278
| -1% | -$6.18K | 0.02% | 157 |
|
2018
Q4 | $419K | Buy |
+21,778
| New | +$419K | 0.02% | 157 |
|