AWS
AJ Wealth Strategies’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29,004
| Closed | -$542K | – | 327 |
|
|
2022
Q3 | $542K | Sell |
29,004
-15
| -0.1% | -$280 | 0.03% | 174 |
|
|
2022
Q2 | $612K | Buy |
+29,019
| New | +$612K | 0.03% | 172 |
|
|
2019
Q4 | – | Sell |
-4,618
| Closed | -$218K | – | 123 |
|
|
2019
Q3 | $218K | Hold |
4,618
| – | – | 0.03% | 106 |
|
|
2019
Q2 | $205K | Hold |
4,618
| – | – | 0.03% | 98 |
|
|
2019
Q1 | $205K | Buy |
+4,618
| New | +$205K | 0.03% | 100 |
|
|
2018
Q2 | – | Sell |
-5,235
| Closed | -$200K | – | 102 |
|
|
2018
Q1 | $200K | Hold |
5,235
| – | – | 0.05% | 84 |
|
|
2017
Q4 | $218K | Sell |
5,235
-535
| -9% | -$22.3K | 0.05% | 84 |
|
|
2017
Q3 | $237K | Sell |
5,770
-143
| -2% | -$5.87K | 0.08% | 70 |
|
|
2017
Q2 | $244K | Buy |
5,913
+3
| +0.1% | +$124 | 0.09% | 66 |
|
|
2017
Q1 | $241K | Buy |
+5,910
| New | +$241K | 0.1% | 65 |
|