WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,330
| Closed | -$26K | – | 2019 |
|
|
2014
Q4 | $26K | Hold |
1,330
| – | – | 0.01% | 1129 |
|
|
2014
Q3 | $23K | Hold |
1,330
| – | – | ﹤0.01% | 1222 |
|
|
2014
Q2 | $24K | Hold |
1,330
| – | – | ﹤0.01% | 1199 |
|
|
2014
Q1 | $22K | Hold |
1,330
| – | – | ﹤0.01% | 1215 |
|
|
2013
Q4 | $20K | Buy |
+1,330
| New | +$20K | ﹤0.01% | 1348 |
|