TSWM
Triangle Securities Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,060
| Closed | -$208K | – | 138 |
|
|
2017
Q3 | $208K | Hold |
5,060
| – | – | 0.12% | 135 |
|
|
2017
Q2 | $209K | Hold |
5,060
| – | – | 0.14% | 126 |
|
|
2017
Q1 | $206K | Hold |
5,060
| – | – | 0.13% | 127 |
|
|
2016
Q4 | $208K | Buy |
+5,060
| New | +$208K | 0.14% | 123 |
|