Diligent Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,098
| Closed | -$208K | – | 206 |
|
|
2017
Q3 | $208K | Sell |
10,098
-1,266
| -11% | -$26.1K | 0.15% | 157 |
|
|
2017
Q2 | $234K | Buy |
11,364
+344
| +3% | +$7.08K | 0.17% | 147 |
|
|
2017
Q1 | $225K | Buy |
11,020
+408
| +4% | +$8.33K | 0.17% | 137 |
|
|
2016
Q4 | $217K | Buy |
+10,612
| New | +$217K | 0.17% | 145 |
|