MYCIO Wealth Partners’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
Q1 | – | Sell |
-9,430
| Closed | -$217K | – | 323 |
|
|
2019
Q4 | $217K | Buy |
9,430
+4,354
| +86% | +$100K | 0.01% | 312 |
|
|
2019
Q3 | $120K | Hold |
5,076
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $113K | Buy |
+5,076
| New | +$113K | 0.01% | 308 |
|
|
2016
Q3 | – | Sell |
-8,920
| Closed | -$194K | – | 1007 |
|
|
2016
Q2 | $194K | Buy |
+8,920
| New | +$194K | 0.03% | 171 |
|