Merriman Wealth Management’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
Q2 | – | Sell |
-16,928
| Closed | -$277K | – | 183 |
|
|
2020
Q1 | $277K | Buy |
16,928
+160
| +1% | +$2.62K | 0.06% | 120 |
|
|
2019
Q4 | $385K | Buy |
16,768
+98
| +0.6% | +$2.25K | 0.07% | 137 |
|
|
2019
Q3 | $393K | Buy |
16,670
+262
| +2% | +$6.18K | 0.08% | 128 |
|
|
2019
Q2 | $3.64K | Buy |
16,408
+4,196
| +34% | +$930 | 0.07% | 140 |
|
|
2019
Q1 | $271K | Buy |
12,212
+186
| +2% | +$4.13K | 0.05% | 172 |
|
|
2018
Q4 | $229K | Buy |
+12,026
| New | +$229K | 0.05% | 144 |
|