Duncker Streett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-350
| Closed | -$7K | – | 517 |
|
|
2021
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 444 |
|
|
2020
Q4 | $7K | Hold |
350
| – | – | ﹤0.01% | 458 |
|
|
2020
Q3 | $6K | Buy |
350
+70
| +25% | +$1.2K | ﹤0.01% | 452 |
|
|
2020
Q2 | $5K | Hold |
280
| – | – | ﹤0.01% | 466 |
|
|
2020
Q1 | $5K | Hold |
280
| – | – | ﹤0.01% | 480 |
|
|
2019
Q4 | $6K | Buy |
+280
| New | +$6K | ﹤0.01% | 501 |
|