First Foundation Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-26,086
| Closed | -$499K | – | 345 |
|
|
2018
Q1 | $499K | Sell |
26,086
-24,050
| -48% | -$460K | 0.03% | 210 |
|
|
2017
Q4 | $1.04M | Buy |
+50,136
| New | +$1.04M | 0.06% | 171 |
|
|
2017
Q1 | – | Sell |
-26,810
| Closed | -$550K | – | 337 |
|
|
2016
Q4 | $550K | Buy |
+26,810
| New | +$550K | 0.04% | 189 |
|
|
2016
Q1 | – | Sell |
-30,912
| Closed | -$613K | – | 325 |
|
|
2015
Q4 | $613K | Buy |
+30,912
| New | +$613K | 0.04% | 165 |
|
|
2015
Q1 | – | Sell |
-56,342
| Closed | -$1.1M | – | 261 |
|
|
2014
Q4 | $1.1M | Buy |
+56,342
| New | +$1.1M | 0.1% | 91 |
|