Bridges 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,286
| Closed | -$328K | – | 262 |
|
|
2019
Q4 | $328K | Hold |
14,286
| – | – | 0.01% | 232 |
|
|
2019
Q3 | $337K | Hold |
14,286
| – | – | 0.01% | 346 |
|
|
2019
Q2 | $317K | Hold |
14,286
| – | – | 0.01% | 362 |
|
|
2019
Q1 | $317K | Hold |
14,286
| – | – | 0.01% | 316 |
|
|
2018
Q4 | $275K | Sell |
14,286
-1,412
| -9% | -$27.2K | 0.01% | 315 |
|
|
2018
Q3 | $328K | Sell |
15,698
-26,628
| -63% | -$556K | 0.02% | 231 |
|
|
2018
Q2 | $884K | Buy |
+42,326
| New | +$884K | 0.04% | 177 |
|