Broadview Financial 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 |
-11,226
| Closed | -$258K | – | 43 |
|
|
2019
Q4 | $258K | Buy |
11,226
+210
| +2% | +$4.83K | 0.18% | 42 |
|
|
2019
Q3 | $260K | Sell |
11,016
-140
| -1% | -$3.3K | 0.19% | 39 |
|
|
2019
Q2 | $248K | Sell |
11,156
-932
| -8% | -$20.7K | 0.19% | 41 |
|
|
2019
Q1 | $269K | Buy |
12,088
+36
| +0.3% | +$801 | 0.21% | 40 |
|
|
2018
Q4 | $232K | Buy |
+12,052
| New | +$232K | 0.21% | 48 |
|