Hartford Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-710
| Closed | -$14K | – | 398 |
|
|
2017
Q2 | $14K | Buy |
+710
| New | +$14K | 0.01% | 254 |
|
|
2017
Q1 | – | Sell |
-5,052
| Closed | -$104K | – | 361 |
|
|
2016
Q4 | $104K | Hold |
5,052
| – | – | 0.06% | 138 |
|
|
2016
Q3 | $107K | Buy |
+5,052
| New | +$107K | 0.07% | 143 |
|
|
2016
Q1 | – | Sell |
-10,122
| Closed | -$200K | – | 309 |
|
|
2015
Q4 | $200K | Buy |
+10,122
| New | +$200K | 0.12% | 108 |
|