1900 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,455
| Closed | -$202K | – | 256 |
|
|
2023
Q1 | $202K | Hold |
10,455
| – | – | 0.02% | 235 |
|
|
2022
Q4 | $202K | Sell |
10,455
-9,746
| -48% | -$188K | 0.02% | 229 |
|
|
2022
Q3 | $378K | Sell |
20,201
-4,543
| -18% | -$85K | 0.04% | 165 |
|
|
2022
Q2 | $522K | Buy |
24,744
+12,386
| +100% | +$261K | 0.06% | 150 |
|
|
2022
Q1 | $307K | Buy |
12,358
+3,358
| +37% | +$83.4K | 0.03% | 202 |
|
|
2021
Q4 | $237K | Sell |
9,000
-40,296
| -82% | -$1.06M | 0.02% | 219 |
|
|
2021
Q3 | $1.13M | Buy |
+49,296
| New | +$1.13M | 0.11% | 120 |
|