B&D White Capital Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26,807
| Closed | -$501K | – | 84 |
|
|
2022
Q3 | $501K | Buy |
26,807
+519
| +2% | +$9.7K | 0.19% | 48 |
|
|
2022
Q2 | $554K | Sell |
26,288
-172,027
| -87% | -$3.63M | 0.24% | 39 |
|
|
2022
Q1 | $4.94M | Buy |
198,315
+23,059
| +13% | +$574K | 1.57% | 10 |
|
|
2021
Q4 | $4.62M | Buy |
175,256
+18,216
| +12% | +$480K | 1.52% | 11 |
|
|
2021
Q3 | $3.59M | Buy |
+157,040
| New | +$3.59M | 1.38% | 27 |
|
|
2021
Q1 | – | Sell |
-584
| Closed | -$11K | – | 77 |
|
|
2020
Q4 | $11K | Buy |
+584
| New | +$11K | 0.01% | 67 |
|