Global Wealth Management Investment Advisory’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 | – | Sell |
-514
| Closed | -$9K | – | 595 |
|
|
2020
Q2 | $9K | Sell |
514
-130
| -20% | -$2.28K | ﹤0.01% | 365 |
|
|
2020
Q1 | $11K | Buy |
644
+38
| +6% | +$649 | 0.01% | 327 |
|
|
2019
Q4 | $14K | Sell |
606
-208
| -26% | -$4.81K | 0.01% | 309 |
|
|
2019
Q3 | $19K | Hold |
814
| – | – | 0.01% | 254 |
|
|
2019
Q2 | $18K | Hold |
814
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $18K | Hold |
814
| – | – | 0.01% | 319 |
|
|
2018
Q4 | $16K | Buy |
+814
| New | +$16K | 0.01% | 325 |
|