Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,858
| Closed | -$42K | – | 1549 |
|
|
2021
Q3 | $42K | Sell |
1,858
-6
| -0.3% | -$136 | 0.01% | 941 |
|
|
2021
Q2 | $42K | Buy |
1,864
+1,276
| +217% | +$28.8K | 0.01% | 983 |
|
|
2021
Q1 | $12K | Buy |
588
+162
| +38% | +$3.31K | ﹤0.01% | 1137 |
|
|
2020
Q4 | $8K | Sell |
426
-3,188
| -88% | -$59.9K | ﹤0.01% | 1023 |
|
|
2020
Q3 | $65.3K | Sell |
3,614
-5,002
| -58% | -$90.3K | 0.03% | 358 |
|
|
2020
Q2 | $150K | Buy |
8,616
+8,190
| +1,923% | +$143K | 0.08% | 192 |
|
|
2020
Q1 | $6.97K | Hold |
426
| – | – | ﹤0.01% | 712 |
|
|
2019
Q4 | $10.2K | Buy |
+426
| New | +$10.2K | 0.01% | 589 |
|