Ledyard National Bank’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
Q1 | – | Sell |
-400
| Closed | -$8K | – | 559 |
|
2018
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 636 |
|
2018
Q3 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 619 |
|
2018
Q1 | – | Sell |
-500
| Closed | -$10K | – | 788 |
|
2017
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 658 |
|
2017
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 658 |
|
2017
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 609 |
|
2017
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 617 |
|
2016
Q4 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 495 |
|