Stearns Financial Services Group’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 | $2K | Hold |
90
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 189 |
|
|
2020
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 204 |
|
|
2019
Q4 | $2K | Sell |
90
-180
| -67% | -$4K | ﹤0.01% | 183 |
|
|
2019
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 164 |
|
|
2019
Q2 | $6K | Buy |
270
+180
| +200% | +$4K | ﹤0.01% | 166 |
|
|
2019
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 168 |
|
|
2018
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 168 |
|
|
2018
Q3 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 173 |
|