Rowland Carmichael Advisors’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
Q4 | $2K | Sell |
90
-1,018
| -92% | -$22.6K | ﹤0.01% | 373 |
|
|
2020
Q3 | $20K | Hold |
1,108
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $20K | Hold |
1,108
| – | – | 0.01% | 308 |
|
|
2020
Q1 | $18K | Hold |
1,108
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $25K | Hold |
1,108
| – | – | 0.01% | 323 |
|
|
2019
Q3 | $26K | Hold |
1,108
| – | – | 0.01% | 322 |
|
|
2019
Q2 | $25K | Hold |
1,108
| – | – | 0.01% | 298 |
|
|
2019
Q1 | $25K | Sell |
1,108
-8,134
| -88% | -$184K | 0.01% | 295 |
|
|
2018
Q4 | $178K | Hold |
9,242
| – | – | 0.08% | 225 |
|
|
2018
Q3 | $193K | Hold |
9,242
| – | – | 0.07% | 270 |
|
|
2018
Q2 | $193K | Hold |
9,242
| – | – | 0.08% | 271 |
|
|
2018
Q1 | $177K | Sell |
9,242
-1,174
| -11% | -$22.5K | 0.1% | 248 |
|
|
2017
Q4 | $217K | Buy |
10,416
+1,174
| +13% | +$24.5K | 0.11% | 232 |
|
|
2017
Q3 | $190K | Hold |
9,242
| – | – | 0.11% | 231 |
|
|
2017
Q2 | $190K | Hold |
9,242
| – | – | 0.11% | 223 |
|
|
2017
Q1 | $188K | Hold |
9,242
| – | – | 0.11% | 222 |
|
|
2016
Q4 | $190K | Hold |
9,242
| – | – | 0.11% | 226 |
|
|
2016
Q3 | $197K | Hold |
9,242
| – | – | 0.13% | 214 |
|
|
2016
Q2 | $201K | Sell |
9,242
-280
| -3% | -$6.09K | 0.13% | 214 |
|
|
2016
Q1 | $197K | Buy |
+9,522
| New | +$197K | 0.18% | 134 |
|