Rowland Carmichael Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $178K | Hold |
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|
2018
Q3 | $193K | Hold |
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|
2018
Q2 | $193K | Hold |
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|
2018
Q1 | $177K | Sell |
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|
2017
Q4 | $217K | Buy |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $190K | Hold |
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|
2017
Q1 | $188K | Hold |
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|
2016
Q4 | $190K | Hold |
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|
2016
Q3 | $197K | Hold |
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|
2016
Q2 | $201K | Sell |
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|
2016
Q1 | $197K | Buy |
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