Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-82,932
| Closed | -$1.59M | – | 609 |
|
|
2018
Q1 | $1.59M | Buy |
82,932
+72,932
| +729% | +$1.39M | 0.73% | 17 |
|
|
2017
Q4 | $208K | Hold |
10,000
| – | – | 0.1% | 87 |
|
|
2017
Q3 | $206K | Buy |
+10,000
| New | +$206K | 0.1% | 84 |
|
|
2017
Q1 | – | Sell |
-25,226
| Closed | -$518K | – | 765 |
|
|
2016
Q4 | $518K | Buy |
+25,226
| New | +$518K | 0.26% | 40 |
|