SWM
Selective Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-55
| Closed | -$2K | – | 544 |
|
|
2021
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 364 |
|
|
2020
Q4 | $2K | Buy |
55
+1
| +2% | +$36 | ﹤0.01% | 345 |
|
|
2020
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 290 |
|
|
2020
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $2K | Buy |
54
+1
| +2% | +$37 | ﹤0.01% | 293 |
|
|
2019
Q4 | $2K | Buy |
53
+1
| +2% | +$38 | ﹤0.01% | 297 |
|
|
2019
Q3 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 302 |
|