Kingfisher Capital’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
Q2 | – | Sell |
-17,672
| Closed | -$289K | – | 156 |
|
|
2020
Q1 | $289K | Sell |
17,672
-1,738
| -9% | -$28.4K | 0.15% | 124 |
|
|
2019
Q4 | $446K | Sell |
19,410
-144
| -0.7% | -$3.31K | 0.21% | 118 |
|
|
2019
Q3 | $461K | Buy |
19,554
+438
| +2% | +$10.3K | 0.28% | 102 |
|
|
2019
Q2 | $425K | Sell |
19,116
-76
| -0.4% | -$1.69K | 0.26% | 94 |
|
|
2019
Q1 | $426K | Buy |
19,192
+756
| +4% | +$16.8K | 0.27% | 91 |
|
|
2018
Q4 | $355K | Buy |
18,436
+94
| +0.5% | +$1.81K | 0.25% | 95 |
|
|
2018
Q3 | $383K | Buy |
18,342
+368
| +2% | +$7.68K | 0.21% | 100 |
|
|
2018
Q2 | $375K | Buy |
17,974
+880
| +5% | +$18.4K | 0.24% | 100 |
|
|
2018
Q1 | $327K | Sell |
17,094
-12
| -0.1% | -$230 | 0.21% | 106 |
|
|
2017
Q4 | $356K | Buy |
17,106
+646
| +4% | +$13.4K | 0.23% | 104 |
|
|
2017
Q3 | $339K | Buy |
16,460
+2,428
| +17% | +$50K | 0.22% | 97 |
|
|
2017
Q2 | $289K | Buy |
14,032
+186
| +1% | +$3.83K | 0.2% | 101 |
|
|
2017
Q1 | $282K | Buy |
+13,846
| New | +$282K | 0.2% | 100 |
|