Kovack Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-21,052
| Closed | -$468K | – | 467 |
|
|
2019
Q1 | $468K | Sell |
21,052
-946
| -4% | -$21K | 0.12% | 209 |
|
|
2018
Q4 | $424K | Buy |
+21,998
| New | +$424K | 0.12% | 189 |
|
|
2016
Q3 | – | Sell |
-13,726
| Closed | -$298K | – | 282 |
|
|
2016
Q2 | $298K | Buy |
+13,726
| New | +$298K | 0.16% | 157 |
|
|
2016
Q1 | – | Sell |
-13,450
| Closed | -$267K | – | 246 |
|
|
2015
Q4 | $267K | Buy |
+13,450
| New | +$267K | 0.18% | 152 |
|