GA
Gateway Advisory’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,942
| Closed | -$306K | – | 69 |
|
|
2018
Q4 | $306K | Sell |
7,942
-5,223
| -40% | -$201K | 0.13% | 46 |
|
|
2018
Q3 | $549K | Sell |
13,165
-1,143
| -8% | -$47.7K | 0.14% | 50 |
|
|
2018
Q2 | $598K | Sell |
14,308
-6,025
| -30% | -$252K | 0.17% | 45 |
|
|
2018
Q1 | $778K | Sell |
20,333
-8,835
| -30% | -$338K | 0.23% | 43 |
|
|
2017
Q4 | $1.21M | Sell |
29,168
-953
| -3% | -$39.7K | 0.34% | 43 |
|
|
2017
Q3 | $1.24M | Sell |
30,121
-4,801
| -14% | -$197K | 0.37% | 41 |
|
|
2017
Q2 | $1.44M | Sell |
34,922
-20,649
| -37% | -$851K | 0.45% | 42 |
|
|
2017
Q1 | $2.34M | Sell |
55,571
-33,817
| -38% | -$1.42M | 0.75% | 23 |
|
|
2016
Q4 | $3.67M | Sell |
89,388
-17,688
| -17% | -$726K | 1.26% | 17 |
|
|
2016
Q3 | $4.42M | Buy |
107,076
+62,175
| +138% | +$2.56M | 1.6% | 15 |
|
|
2016
Q2 | $1.99M | Buy |
+44,901
| New | +$1.99M | 0.77% | 20 |
|
|
2013
Q3 | – | Sell |
-53,758
| Closed | -$1.73M | – | 32 |
|
|
2013
Q2 | $1.73M | Buy |
+53,758
| New | +$1.73M | 1.03% | 25 |
|