Domani Wealth’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
Q1 | – | Sell |
-15,594
| Closed | -$320K | – | 105 |
|
|
2016
Q4 | $320K | Sell |
15,594
-8,110
| -34% | -$166K | 0.13% | 73 |
|
|
2016
Q3 | $505K | Sell |
23,704
-5,152
| -18% | -$110K | 0.19% | 65 |
|
|
2016
Q2 | $627K | Sell |
28,856
-4,684
| -14% | -$102K | 0.24% | 61 |
|
|
2016
Q1 | $694K | Buy |
33,540
+19,004
| +131% | +$393K | 0.26% | 63 |
|
|
2015
Q4 | $288K | Buy |
+14,536
| New | +$288K | 0.11% | 96 |
|