Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 237 |
|
|
2020
Q2 | $2K | Sell |
100
-1,480
| -94% | -$29.6K | ﹤0.01% | 237 |
|
|
2020
Q1 | $30.2K | Buy |
+1,580
| New | +$30.2K | 0.03% | 143 |
|
|
2019
Q4 | – | Sell |
-158
| Closed | -$4K | – | 216 |
|
|
2019
Q3 | $4K | Sell |
158
-400
| -72% | -$10.1K | ﹤0.01% | 224 |
|
|
2019
Q2 | $12K | Sell |
558
-290
| -34% | -$6.24K | 0.01% | 184 |
|
|
2019
Q1 | $19K | Sell |
848
-252
| -23% | -$5.65K | 0.02% | 158 |
|
|
2018
Q4 | $21K | Sell |
1,100
-464
| -30% | -$8.86K | 0.02% | 158 |
|
|
2018
Q3 | $32.6K | Sell |
1,564
-10
| -0.6% | -$209 | 0.03% | 153 |
|
|
2018
Q2 | $32.9K | Sell |
1,574
-6
| -0.4% | -$125 | 0.03% | 142 |
|
|
2018
Q1 | $30.2K | Buy |
+1,580
| New | +$30.2K | 0.03% | 143 |
|