Sigma Planning Corp’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
Q1 | – | Sell |
-11,368
| Closed | -$261K | – | 1059 |
|
|
2019
Q4 | $261K | Sell |
11,368
-838
| -7% | -$19.2K | 0.01% | 849 |
|
|
2019
Q3 | $288K | Sell |
12,206
-1,016
| -8% | -$24K | 0.01% | 768 |
|
|
2019
Q2 | $294K | Sell |
13,222
-188
| -1% | -$4.18K | 0.02% | 734 |
|
|
2019
Q1 | $298K | Sell |
13,410
-598
| -4% | -$13.3K | 0.02% | 676 |
|
|
2018
Q4 | $270K | Buy |
14,008
+940
| +7% | +$18.1K | 0.02% | 633 |
|
|
2018
Q3 | $273K | Sell |
13,068
-378
| -3% | -$7.9K | 0.02% | 726 |
|
|
2018
Q2 | $281K | Buy |
13,446
+66
| +0.5% | +$1.38K | 0.02% | 674 |
|
|
2018
Q1 | $256K | Sell |
13,380
-2,244
| -14% | -$42.9K | 0.02% | 666 |
|
|
2017
Q4 | $325K | Sell |
15,624
-320
| -2% | -$6.66K | 0.03% | 571 |
|
|
2017
Q3 | $328K | Sell |
15,944
-282
| -2% | -$5.8K | 0.03% | 567 |
|
|
2017
Q2 | $334K | Buy |
16,226
+830
| +5% | +$17.1K | 0.03% | 532 |
|
|
2017
Q1 | $314K | Buy |
15,396
+1,978
| +15% | +$40.3K | 0.03% | 562 |
|
|
2016
Q4 | $275K | Sell |
13,418
-8,024
| -37% | -$164K | 0.03% | 548 |
|
|
2016
Q3 | $457K | Buy |
21,442
+2,844
| +15% | +$60.6K | 0.05% | 368 |
|
|
2016
Q2 | $404K | Buy |
18,598
+8,294
| +80% | +$180K | 0.05% | 382 |
|
|
2016
Q1 | $213K | Sell |
10,304
-12,846
| -55% | -$266K | 0.03% | 577 |
|
|
2015
Q4 | $459K | Buy |
23,150
+6,496
| +39% | +$129K | 0.06% | 336 |
|
|
2015
Q3 | $310K | Buy |
+16,654
| New | +$310K | 0.05% | 413 |
|