Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-194
| Closed | -$4K | – | 427 |
|
|
2019
Q2 | $4K | Buy |
+194
| New | +$4K | ﹤0.01% | 501 |
|
|
2019
Q1 | – | Sell |
-2,860
| Closed | -$55K | – | 717 |
|
|
2018
Q4 | $55K | Buy |
2,860
+2,084
| +269% | +$40.1K | ﹤0.01% | 245 |
|
|
2018
Q3 | $16K | Sell |
776
-1,194
| -61% | -$24.6K | ﹤0.01% | 423 |
|
|
2018
Q2 | $41K | Buy |
1,970
+1,900
| +2,714% | +$39.5K | ﹤0.01% | 290 |
|
|
2018
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 554 |
|