Mariner Independent Advisor Network’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
Q4 | – | Sell |
-30,480
| Closed | -$712K | – | 391 |
|
|
2019
Q3 | $712K | Sell |
30,480
-2,050
| -6% | -$47.9K | 0.05% | 278 |
|
|
2019
Q2 | $719K | Buy |
+32,530
| New | +$719K | 0.05% | 277 |
|
|
2017
Q1 | – | Sell |
-99,900
| Closed | -$2.05M | – | 339 |
|
|
2016
Q4 | $2.05M | Buy |
99,900
+60,948
| +156% | +$1.25M | 0.33% | 71 |
|
|
2016
Q3 | $831K | Buy |
38,952
+5,564
| +17% | +$119K | 0.12% | 116 |
|
|
2016
Q2 | $725K | Buy |
33,388
+10,362
| +45% | +$225K | 0.14% | 104 |
|
|
2016
Q1 | $4.77M | Sell |
23,026
-2,330
| -9% | -$482K | 1.52% | 21 |
|
|
2015
Q4 | $503K | Sell |
25,356
-54
| -0.2% | -$1.07K | 0.34% | 62 |
|
|
2015
Q3 | $472K | Buy |
25,410
+178
| +0.7% | +$3.31K | 0.18% | 100 |
|
|
2015
Q2 | $458K | Sell |
25,232
-702
| -3% | -$12.7K | 0.22% | 80 |
|
|
2015
Q1 | $526K | Sell |
25,934
-5,758
| -18% | -$117K | 0.29% | 61 |
|
|
2014
Q4 | $617K | Buy |
31,692
+2,140
| +7% | +$41.7K | 0.29% | 67 |
|
|
2014
Q3 | $503K | Sell |
29,552
-19,146
| -39% | -$326K | 0.26% | 59 |
|
|
2014
Q2 | $861K | Buy |
+48,698
| New | +$861K | 0.42% | 50 |
|