Washington Trust Bank’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-672
| Closed | -$15K | – | 477 |
|
2019
Q1 | $15K | Buy |
+672
| New | +$15K | ﹤0.01% | 466 |
|
2017
Q2 | – | Sell |
-300
| Closed | -$6K | – | 688 |
|
2017
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 607 |
|
2015
Q4 | – | Sell |
-1,488
| Closed | -$28K | – | 783 |
|
2015
Q3 | $28K | Hold |
1,488
| – | – | 0.01% | 485 |
|
2015
Q2 | $27K | Hold |
1,488
| – | – | 0.01% | 519 |
|
2015
Q1 | $30K | Hold |
1,488
| – | – | 0.01% | 522 |
|
2014
Q4 | $29K | Hold |
1,488
| – | – | 0.01% | 561 |
|
2014
Q3 | $25K | Buy |
+1,488
| New | +$25K | 0.01% | 564 |
|