LifePlan Financial Group’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
Q3 | $2K | Sell |
94
-334
| -78% | -$7.11K | ﹤0.01% | 531 |
|
|
2020
Q2 | $8K | Sell |
428
-252
| -37% | -$4.71K | ﹤0.01% | 431 |
|
|
2020
Q1 | $11K | Buy |
680
+34
| +5% | +$550 | 0.01% | 390 |
|
|
2019
Q4 | $15K | Sell |
646
-584
| -47% | -$13.6K | 0.01% | 383 |
|
|
2019
Q3 | $29K | Buy |
1,230
+894
| +266% | +$21.1K | 0.01% | 299 |
|
|
2019
Q2 | $7K | Buy |
336
+16
| +5% | +$333 | ﹤0.01% | 430 |
|
|
2019
Q1 | $7K | Buy |
320
+54
| +20% | +$1.18K | ﹤0.01% | 432 |
|
|
2018
Q4 | $5K | Buy |
266
+6
| +2% | +$113 | ﹤0.01% | 447 |
|
|
2018
Q3 | $5K | Buy |
+260
| New | +$5K | ﹤0.01% | 447 |
|