Taylor Cottrill’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2.14M | Buy |
108,118
+1,372
| +1% | +$27.2K | 1.1% | 36 |
|
|
2015
Q3 | $1.99M | Sell |
106,746
-294
| -0.3% | -$5.47K | 1.08% | 38 |
|
|
2015
Q2 | $1.94M | Buy |
107,040
+710
| +0.7% | +$12.9K | 0.94% | 42 |
|
|
2015
Q1 | $2.16M | Buy |
106,330
+350
| +0.3% | +$7.1K | 1.02% | 38 |
|
|
2014
Q4 | $2.06M | Hold |
105,980
| – | – | 0.97% | 40 |
|
|
2014
Q3 | $1.81M | Buy |
105,980
+450
| +0.4% | +$7.66K | 0.88% | 43 |
|
|
2014
Q2 | $1.87M | Buy |
105,530
+780
| +0.7% | +$13.8K | 0.9% | 43 |
|
|
2014
Q1 | $1.73M | Buy |
+104,750
| New | +$1.73M | 0.9% | 42 |
|