Certified Advisory Corp’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
Q2 | – | Sell |
-56
| Closed | -$1K | – | 810 |
|
|
2020
Q1 | $1K | Sell |
56
-254
| -82% | -$4.54K | ﹤0.01% | 743 |
|
|
2019
Q4 | $7K | Buy |
310
+32
| +12% | +$723 | ﹤0.01% | 629 |
|
|
2019
Q3 | $7K | Buy |
278
+24
| +9% | +$604 | ﹤0.01% | 643 |
|
|
2019
Q2 | $6K | Sell |
254
-1,056
| -81% | -$24.9K | ﹤0.01% | 657 |
|
|
2019
Q1 | $29K | Buy |
1,310
+286
| +28% | +$6.33K | 0.01% | 381 |
|
|
2018
Q4 | $20K | Buy |
1,024
+40
| +4% | +$781 | 0.01% | 433 |
|
|
2018
Q3 | $21K | Buy |
984
+28
| +3% | +$598 | 0.01% | 447 |
|
|
2018
Q2 | $20K | Buy |
956
+28
| +3% | +$586 | 0.01% | 435 |
|
|
2018
Q1 | $17K | Sell |
928
-37,502
| -98% | -$687K | 0.01% | 439 |
|
|
2017
Q4 | $19K | Buy |
+38,430
| New | +$19K | 0.01% | 384 |
|