Whitener Capital Management’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
Q4 | – | Sell |
-274
| Closed | -$6K | – | 368 |
|
|
2019
Q3 | $6K | Buy |
274
+10
| +4% | +$219 | ﹤0.01% | 392 |
|
|
2019
Q2 | $5K | Buy |
264
+20
| +8% | +$379 | ﹤0.01% | 392 |
|
|
2019
Q1 | $5K | Buy |
244
+18
| +8% | +$369 | ﹤0.01% | 385 |
|
|
2018
Q4 | $4K | Buy |
226
+10
| +5% | +$177 | ﹤0.01% | 374 |
|
|
2018
Q3 | $4K | Buy |
+216
| New | +$4K | ﹤0.01% | 387 |
|
|
2018
Q2 | – | Sell |
-192
| Closed | -$3K | – | 343 |
|
|
2018
Q1 | $3K | Buy |
192
+50
| +35% | +$781 | ﹤0.01% | 414 |
|
|
2017
Q4 | $2K | Buy |
+142
| New | +$2K | ﹤0.01% | 400 |
|