Avaii Wealth Management’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
Q3 | – | Sell |
-24,088
| Closed | -$481K | – | 148 |
|
|
2024
Q2 | $481K | Buy |
24,088
+445
| +2% | +$8.89K | 0.27% | 64 |
|
|
2024
Q1 | $480K | Sell |
23,643
-501
| -2% | -$10.2K | 0.28% | 65 |
|
|
2023
Q4 | $500K | Sell |
24,144
-4,658
| -16% | -$96.5K | 0.33% | 69 |
|
|
2023
Q3 | $511K | Buy |
28,802
+4,410
| +18% | +$78.3K | 0.39% | 58 |
|
|
2023
Q2 | $476K | Sell |
24,392
-1,599
| -6% | -$31.2K | 0.37% | 63 |
|
|
2023
Q1 | $507K | Buy |
25,991
+2,648
| +11% | +$51.6K | 0.44% | 52 |
|
|
2022
Q4 | $450K | Buy |
23,343
+2,510
| +12% | +$48.4K | 0.4% | 56 |
|
|
2022
Q3 | $390K | Buy |
20,833
+879
| +4% | +$16.5K | 0.41% | 57 |
|
|
2022
Q2 | $421K | Buy |
19,954
+2,252
| +13% | +$47.5K | 0.45% | 38 |
|
|
2022
Q1 | $440K | Buy |
+17,702
| New | +$440K | 0.41% | 45 |
|