Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,346
| Closed | -$108K | – | 843 |
|
|
2016
Q3 | $108K | Buy |
+5,346
| New | +$108K | 0.01% | 738 |
|
|
2015
Q3 | – | Sell |
-11,190
| Closed | -$203K | – | 730 |
|
|
2015
Q2 | $203K | Buy |
+11,190
| New | +$203K | 0.03% | 634 |
|
|
2013
Q4 | – | Sell |
-16,032
| Closed | -$248K | – | 569 |
|
|
2013
Q3 | $248K | Sell |
16,032
-6
| -0% | -$93 | 0.04% | 419 |
|
|
2013
Q2 | $258K | Buy |
+16,038
| New | +$258K | 0.04% | 377 |
|