EWM
Evercore Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,141
| Closed | -$177K | – | 1085 |
|
|
2016
Q3 | $177K | Buy |
+4,141
| New | +$177K | 0.01% | 397 |
|
|
2016
Q2 | – | Sell |
-209
| Closed | -$9K | – | 1042 |
|
|
2016
Q1 | $9K | Hold |
209
| – | – | ﹤0.01% | 817 |
|
|
2015
Q4 | $8K | Buy |
+209
| New | +$8K | ﹤0.01% | 879 |
|