Buffington Mohr McNeal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,056
| Closed | -$157K | – | 283 |
|
|
2019
Q1 | $157K | Buy |
+7,056
| New | +$157K | 0.05% | 129 |
|
|
2017
Q2 | – | Sell |
-10,056
| Closed | -$205K | – | 136 |
|
|
2017
Q1 | $205K | Buy |
10,056
+416
| +4% | +$8.48K | 0.09% | 107 |
|
|
2016
Q4 | $198K | Buy |
9,640
+1,960
| +26% | +$40.3K | 0.08% | 119 |
|
|
2016
Q3 | $163K | Buy |
7,680
+628
| +9% | +$13.3K | 0.07% | 119 |
|
|
2016
Q2 | $153K | Buy |
7,052
+350
| +5% | +$7.59K | 0.07% | 126 |
|
|
2016
Q1 | $139K | Buy |
+6,702
| New | +$139K | 0.06% | 141 |
|