Avantax Planning Partners’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 |
-11,970
| Closed | -$239K | – | 478 |
|
|
2024
Q2 | $239K | Sell |
11,970
-36,925
| -76% | -$737K | 0.01% | 404 |
|
|
2024
Q1 | $993K | Buy |
+48,895
| New | +$993K | 0.03% | 213 |
|
|
2018
Q4 | – | Sell |
-454
| Closed | -$9K | – | 1017 |
|
|
2018
Q3 | $9K | Buy |
+454
| New | +$9K | ﹤0.01% | 916 |
|
|
2018
Q2 | – | Sell |
-452
| Closed | -$9K | – | 1237 |
|
|
2018
Q1 | $9K | Sell |
452
-28,016
| -98% | -$558K | ﹤0.01% | 1110 |
|
|
2017
Q4 | $592K | Buy |
28,468
+32
| +0.1% | +$665 | 0.05% | 149 |
|
|
2017
Q3 | $585K | Buy |
28,436
+38
| +0.1% | +$782 | 0.05% | 182 |
|
|
2017
Q2 | $585K | Buy |
+28,398
| New | +$585K | 0.05% | 170 |
|