Addison 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
Q1 | – | Sell |
-216
| Closed | -$4.47K | – | 730 |
|
|
2023
Q4 | $4.47K | Buy |
216
+204
| +1,700% | +$4.23K | ﹤0.01% | 579 |
|
|
2023
Q3 | $213 | Buy |
12
+6
| +100% | +$107 | ﹤0.01% | 658 |
|
|
2023
Q2 | $118 | Sell |
6
-8
| -57% | -$157 | ﹤0.01% | 617 |
|
|
2023
Q1 | $273 | Hold |
14
| – | – | ﹤0.01% | 614 |
|
|
2022
Q4 | $270 | Buy |
+14
| New | +$270 | ﹤0.01% | 739 |
|
|
2022
Q2 | – | Sell |
-32
| Closed | -$1K | – | 758 |
|
|
2022
Q1 | $1K | Buy |
32
+26
| +433% | +$813 | ﹤0.01% | 674 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 403 |
|