Vicus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-17,416
| Closed | -$362K | – | 240 |
|
|
2017
Q4 | $362K | Sell |
17,416
-12,616
| -42% | -$262K | 0.06% | 173 |
|
|
2017
Q3 | $618K | Sell |
30,032
-3,692
| -11% | -$76K | 0.12% | 131 |
|
|
2017
Q2 | $695K | Buy |
33,724
+27,814
| +471% | +$573K | 0.14% | 116 |
|
|
2017
Q1 | $784K | Sell |
5,910
-37,672
| -86% | -$5M | 0.17% | 107 |
|
|
2016
Q4 | $894K | Sell |
43,582
-33,726
| -44% | -$692K | 0.2% | 100 |
|
|
2016
Q3 | $1.65M | Buy |
77,308
+23,968
| +45% | +$511K | 0.38% | 70 |
|
|
2016
Q2 | $1.16M | Buy |
+53,340
| New | +$1.16M | 0.28% | 73 |
|