Newman Dignan & Sheerar Inc’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 |
-13,712
| Closed | -$237K | – | 149 |
|
|
2020
Q1 | $237K | Sell |
13,712
-580
| -4% | -$10K | 0.12% | 126 |
|
|
2019
Q4 | $328 | Buy |
14,292
+964
| +7% | +$22 | 0.04% | 125 |
|
|
2019
Q3 | $314K | Buy |
13,328
+676
| +5% | +$15.9K | 0.15% | 119 |
|
|
2019
Q2 | $281 | Buy |
12,652
+2,460
| +24% | +$55 | 0.01% | 141 |
|
|
2019
Q1 | $226K | Buy |
+10,192
| New | +$226K | 0.09% | 145 |
|
|
2017
Q2 | – | Sell |
-18,230
| Closed | -$372 | – | 155 |
|
|
2017
Q1 | $372 | Buy |
+18,230
| New | +$372 | 0.16% | 107 |
|