Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,948
| Closed | -$42K | – | 858 |
|
|
2016
Q3 | $42K | Buy |
1,948
+238
| +14% | +$5.13K | 0.02% | 444 |
|
|
2016
Q2 | $37K | Buy |
+1,710
| New | +$37K | 0.01% | 461 |
|
|
2016
Q1 | – | Sell |
-1,702
| Closed | -$34K | – | 1305 |
|
|
2015
Q4 | $34K | Buy |
1,702
+6
| +0.4% | +$120 | 0.01% | 465 |
|
|
2015
Q3 | $32K | Buy |
1,696
+160
| +10% | +$3.02K | 0.01% | 472 |
|
|
2015
Q2 | $28K | Buy |
1,536
+196
| +15% | +$3.57K | 0.01% | 516 |
|
|
2015
Q1 | $27K | Buy |
+1,340
| New | +$27K | 0.01% | 504 |
|