TPW
Tiller Private Wealth’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-129,292
| Closed | -$5.4M | – | 44 |
|
|
2018
Q3 | $5.4M | Sell |
129,292
-27,027
| -17% | -$1.13M | 3.77% | 13 |
|
|
2018
Q2 | $6.53M | Sell |
156,319
-7,153
| -4% | -$299K | 4.56% | 11 |
|
|
2018
Q1 | $6.25M | Buy |
163,472
+757
| +0.5% | +$29K | 4.5% | 9 |
|
|
2017
Q4 | $6.77M | Buy |
162,715
+6,765
| +4% | +$282K | 5.14% | 6 |
|
|
2017
Q3 | $6.41M | Buy |
155,950
+8,861
| +6% | +$364K | 5% | 6 |
|
|
2017
Q2 | $6.06M | Buy |
147,089
+1,309
| +0.9% | +$53.9K | 4.77% | 6 |
|
|
2017
Q1 | $5.95M | Buy |
145,780
+4,103
| +3% | +$167K | 4.69% | 8 |
|
|
2016
Q4 | $5.81M | Buy |
141,677
+42,494
| +43% | +$1.74M | 4.55% | 7 |
|
|
2016
Q3 | $4.23M | Buy |
99,183
+1,855
| +2% | +$79.1K | 3.54% | 15 |
|
|
2016
Q2 | $4.23M | Buy |
97,328
+841
| +0.9% | +$36.5K | 3.54% | 14 |
|
|
2016
Q1 | $4M | Buy |
96,487
+7,336
| +8% | +$304K | 3.4% | 14 |
|
|
2015
Q4 | $3.53M | Buy |
+89,151
| New | +$3.53M | 3.37% | 15 |
|