Aveo Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,928
| Closed | -$229K | – | 366 |
|
|
2023
Q3 | $229K | Hold |
12,928
| – | – | 0.03% | 305 |
|
|
2023
Q2 | $252K | Sell |
12,928
-11,151
| -46% | -$218K | 0.03% | 300 |
|
|
2023
Q1 | $470K | Buy |
24,079
+360
| +2% | +$7.02K | 0.06% | 200 |
|
|
2022
Q4 | $458K | Buy |
+23,719
| New | +$458K | 0.07% | 199 |
|
|
2019
Q3 | – | Sell |
-24,536
| Closed | -$553K | – | 196 |
|
|
2019
Q2 | $553K | Buy |
+24,536
| New | +$553K | 0.24% | 92 |
|