Global Strategic Investment Solutions’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
Q2 | – | Sell |
-68,006
| Closed | -$1.11M | – | 93 |
|
|
2020
Q1 | $1.11M | Sell |
68,006
-181,830
| -73% | -$2.98M | 0.42% | 33 |
|
|
2019
Q4 | $5.74M | Sell |
249,836
-34,900
| -12% | -$802K | 2.07% | 15 |
|
|
2019
Q3 | $6.72M | Buy |
284,736
+6,090
| +2% | +$144K | 2.62% | 12 |
|
|
2019
Q2 | $6.19M | Buy |
278,646
+5,564
| +2% | +$124K | 3.13% | 11 |
|
|
2019
Q1 | $6.07M | Buy |
273,082
+75,124
| +38% | +$1.67M | 3.3% | 11 |
|
|
2018
Q4 | $3.81M | Buy |
+197,958
| New | +$3.81M | 3.25% | 12 |
|