Arcadia Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,616
| Closed | -$59.2K | – | 80 |
|
|
2020
Q1 | $59.2K | Sell |
3,616
-103,310
| -97% | -$1.69M | 0.05% | 42 |
|
|
2019
Q4 | $2.46M | Sell |
106,926
-83,164
| -44% | -$1.91M | 1.61% | 18 |
|
|
2019
Q3 | $4.48M | Buy |
190,090
+78
| +0% | +$1.84K | 3.02% | 16 |
|
|
2019
Q2 | $4.22M | Buy |
190,012
+15,340
| +9% | +$341K | 2.87% | 16 |
|
|
2019
Q1 | $3.88M | Buy |
+174,672
| New | +$3.88M | 2.92% | 14 |
|