Acorn Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,216
| Closed | -$237K | – | 243 |
|
|
2024
Q3 | $237K | Buy |
+10,216
| New | +$237K | 0.1% | 201 |
|
|
2024
Q2 | – | Sell |
-9,992
| Closed | -$203K | – | 207 |
|
|
2024
Q1 | $203K | Sell |
9,992
-69
| -0.7% | -$1.4K | 0.11% | 195 |
|
|
2023
Q4 | $208K | Sell |
10,061
-53
| -0.5% | -$1.1K | 0.12% | 179 |
|
|
2023
Q3 | $180K | Buy |
+10,114
| New | +$180K | 0.12% | 178 |
|
|
2022
Q1 | – | Sell |
-8,834
| Closed | -$233K | – | 182 |
|
|
2021
Q4 | $233K | Buy |
8,834
+46
| +0.5% | +$1.21K | 0.15% | 160 |
|
|
2021
Q3 | $201K | Buy |
8,788
+72
| +0.8% | +$1.65K | 0.14% | 167 |
|
|
2021
Q2 | $200K | Buy |
+8,716
| New | +$200K | 0.14% | 162 |
|
|
2020
Q3 | – | Sell |
-13,204
| Closed | -$233K | – | 131 |
|
|
2020
Q2 | $233K | Sell |
13,204
-74
| -0.6% | -$1.31K | 0.22% | 100 |
|
|
2020
Q1 | $213K | Sell |
13,278
-3,170
| -19% | -$50.9K | 0.24% | 94 |
|
|
2019
Q4 | $372K | Sell |
16,448
-388
| -2% | -$8.78K | 0.31% | 65 |
|
|
2019
Q3 | $389K | Sell |
16,836
-234
| -1% | -$5.41K | 0.33% | 61 |
|
|
2019
Q2 | $390K | Buy |
17,070
+110
| +0.6% | +$2.51K | 0.36% | 58 |
|
|
2019
Q1 | $380K | Sell |
16,960
-3,600
| -18% | -$80.7K | 0.34% | 60 |
|
|
2018
Q4 | $403K | Buy |
20,560
+314
| +2% | +$6.16K | 0.41% | 52 |
|
|
2018
Q3 | $412K | Buy |
20,246
+1,468
| +8% | +$29.9K | 0.41% | 54 |
|
|
2018
Q2 | $389K | Buy |
18,778
+30
| +0.2% | +$621 | 0.33% | 55 |
|
|
2018
Q1 | $365K | Sell |
18,748
-1,310
| -7% | -$25.5K | 0.32% | 55 |
|
|
2017
Q4 | $409K | Buy |
+20,058
| New | +$409K | 0.37% | 47 |
|