Principle 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
Q3 | – | Sell |
-2,738
| Closed | -$48K | – | 374 |
|
|
2020
Q2 | $48K | Buy |
+2,738
| New | +$48K | 0.01% | 280 |
|
|
2020
Q1 | – | Sell |
-20,822
| Closed | -$478K | – | 161 |
|
|
2019
Q4 | $478K | Hold |
20,822
| – | – | 0.15% | 105 |
|
|
2019
Q3 | $491K | Hold |
20,822
| – | – | 0.17% | 99 |
|
|
2019
Q2 | $463K | Hold |
20,822
| – | – | 0.24% | 81 |
|
|
2019
Q1 | $463K | Buy |
20,822
+2,600
| +14% | +$57.8K | 0.26% | 67 |
|
|
2018
Q4 | $351K | Buy |
+18,222
| New | +$351K | 0.29% | 77 |
|