WealthSource Partners’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-68,918
| Closed | -$1.43M | – | 326 |
|
|
2017
Q4 | $1.43M | Sell |
68,918
-356
| -0.5% | -$7.41K | 0.44% | 54 |
|
|
2017
Q3 | $1.43M | Buy |
69,274
+3,912
| +6% | +$80.5K | 0.47% | 54 |
|
|
2017
Q2 | $1.35M | Sell |
65,362
-2,180
| -3% | -$44.9K | 0.46% | 58 |
|
|
2017
Q1 | $1.38M | Buy |
67,542
+57,172
| +551% | +$1.17M | 0.51% | 52 |
|
|
2016
Q4 | $213K | Buy |
+10,370
| New | +$213K | 0.09% | 216 |
|