KKAMG
Kernodle & Katon Asset Management Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $917K | Sell |
22,496
-186
| -0.8% | -$7.58K | 0.55% | 52 |
|
|
2016
Q4 | $931K | Buy |
22,682
+3,865
| +21% | +$159K | 0.56% | 50 |
|
|
2016
Q3 | $803K | Sell |
18,817
-2,324
| -11% | -$99.2K | 0.5% | 51 |
|
|
2016
Q2 | $918K | Sell |
21,141
-6,544
| -24% | -$284K | 0.85% | 33 |
|
|
2016
Q1 | $1.15M | Sell |
27,685
-6,637
| -19% | -$275K | 1.09% | 14 |
|
|
2015
Q4 | $1.36M | Buy |
+34,322
| New | +$1.36M | 1.3% | 13 |
|