Whitegate Investment Counselors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.93M | Sell |
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|
2021
Q2 | $2.95M | Sell |
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|
2021
Q1 | $2.84M | Sell |
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|
2020
Q4 | $2.63M | Sell |
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|
2020
Q3 | $2.5M | Sell |
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2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $5.57M | Sell |
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|
2019
Q4 | $8.05M | Sell |
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|
2019
Q3 | $8.28M | Buy |
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|
2019
Q2 | $7.61M | Buy |
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|
2019
Q1 | $7.58M | Buy |
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|
2018
Q4 | $6.09M | Buy |
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|
2018
Q3 | $6.2M | Sell |
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|
2018
Q2 | $12.5M | Buy |
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|
2018
Q1 | $3.69M | Buy |
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|
2017
Q4 | $3.24M | Sell |
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|
2017
Q3 | $3.27M | Buy |
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|
2017
Q2 | $3.25M | Buy |
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|
2017
Q1 | $3.19M | Buy |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $2.5M | Buy |
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|
2016
Q2 | $2.51M | Buy |
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|
2014
Q1 | $2.24M | Buy |
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