Cypress Capital Management (Wyoming)’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 |
-200
| Closed | -$3K | – | 199 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 165 |
|
|
2019
Q4 | $5K | Sell |
200
-200
| -50% | -$5K | ﹤0.01% | 160 |
|
|
2019
Q3 | $9K | Hold |
400
| – | – | 0.01% | 147 |
|
|
2019
Q2 | $9K | Hold |
400
| – | – | 0.01% | 193 |
|
|
2019
Q1 | $9K | Hold |
400
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $8K | Sell |
400
-200
| -33% | -$4K | 0.02% | 229 |
|
|
2018
Q3 | $13K | Hold |
600
| – | – | 0.01% | 247 |
|
|
2018
Q2 | $13K | Hold |
600
| – | – | 0.01% | 249 |
|
|
2018
Q1 | $11K | Hold |
600
| – | – | 0.01% | 242 |
|
|
2017
Q4 | $12K | Buy |
+600
| New | +$12K | 0.01% | 245 |
|