LYV
Live Your Vision’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $107K | Sell |
2,468
-1,321
| -35% | -$57.3K | 0.03% | 95 |
|
|
2018
Q4 | $152K | Sell |
3,789
-115
| -3% | -$4.61K | 0.05% | 74 |
|
|
2018
Q3 | $163K | Buy |
3,904
+292
| +8% | +$12.2K | 0.05% | 73 |
|
|
2018
Q2 | $152K | Sell |
3,612
-85
| -2% | -$3.58K | 0.05% | 73 |
|
|
2018
Q1 | $140K | Sell |
3,697
-126,339
| -97% | -$4.78M | 0.05% | 74 |
|
|
2017
Q4 | $5.14M | Buy |
130,036
+6,087
| +5% | +$241K | 1.72% | 15 |
|
|
2017
Q3 | $5.1M | Buy |
123,949
+2,299
| +2% | +$94.6K | 1.81% | 16 |
|
|
2017
Q2 | $5.08M | Buy |
121,650
+5,966
| +5% | +$249K | 1.89% | 16 |
|
|
2017
Q1 | $4.72M | Buy |
115,684
+3,920
| +4% | +$160K | 1.85% | 17 |
|
|
2016
Q4 | $4.59M | Buy |
111,764
+1,973
| +2% | +$81K | 1.95% | 17 |
|
|
2016
Q3 | $4.68M | Sell |
109,791
-105,511
| -49% | -$4.5M | 2% | 19 |
|
|
2016
Q2 | $9.35M | Buy |
215,302
+2,435
| +1% | +$106K | 4.27% | 6 |
|
|
2016
Q1 | $8.81M | Buy |
212,867
+14,403
| +7% | +$596K | 4.18% | 7 |
|
|
2015
Q4 | $7.87M | Buy |
198,464
+176,612
| +808% | +$7M | 3.78% | 7 |
|
|
2015
Q3 | $813K | Buy |
21,852
+102
| +0.5% | +$3.8K | 0.38% | 38 |
|
|
2015
Q2 | $802K | Buy |
21,750
+321
| +1% | +$11.8K | 0.37% | 36 |
|
|
2015
Q1 | $869K | Sell |
21,429
-1,220
| -5% | -$49.5K | 0.41% | 35 |
|
|
2014
Q4 | $934K | Sell |
22,649
-471
| -2% | -$19.4K | 0.47% | 31 |
|
|
2014
Q3 | $820K | Sell |
23,120
-4,234
| -15% | -$150K | 0.43% | 30 |
|
|
2014
Q2 | $968K | Sell |
27,354
-740
| -3% | -$26.2K | 0.51% | 28 |
|
|
2014
Q1 | $930K | Buy |
28,094
+1,464
| +5% | +$48.5K | 0.49% | 28 |
|
|
2013
Q4 | $806K | Sell |
26,630
-8,042
| -23% | -$243K | 0.44% | 26 |
|
|
2013
Q3 | $1.07M | Sell |
34,672
-8,106
| -19% | -$250K | 0.62% | 20 |
|
|
2013
Q2 | $1.4M | Buy |
+42,778
| New | +$1.4M | 0.83% | 18 |
|