JPG
Jordan Park Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-69,566
| Closed | -$2.28M | – | 38 |
|
|
2020
Q1 | $2.28M | Hold |
69,566
| – | – | 0.19% | 21 |
|
|
2019
Q4 | $3.2M | Sell |
69,566
-124
| -0.2% | -$5.7K | 0.23% | 21 |
|
|
2019
Q3 | $3.29M | Buy |
69,690
+124
| +0.2% | +$5.85K | 0.27% | 21 |
|
|
2019
Q2 | $3.11M | Buy |
+69,566
| New | +$3.11M | 0.28% | 22 |
|