BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.61K | Buy |
236
+32
| +16% | +$625 | ﹤0.01% | 776 |
|
|
2023
Q1 | $3.98K | Hold |
204
| – | – | ﹤0.01% | 826 |
|
|
2022
Q4 | $3.94K | Hold |
204
| – | – | ﹤0.01% | 798 |
|
|
2022
Q3 | $4K | Sell |
204
-30
| -13% | -$588 | ﹤0.01% | 856 |
|
|
2022
Q2 | $5K | Hold |
234
| – | – | ﹤0.01% | 784 |
|
|
2022
Q1 | $6K | Hold |
234
| – | – | ﹤0.01% | 799 |
|
|
2021
Q4 | $6K | Hold |
234
| – | – | ﹤0.01% | 809 |
|
|
2021
Q3 | $5K | Buy |
234
+30
| +15% | +$641 | ﹤0.01% | 831 |
|
|
2021
Q2 | $5K | Hold |
204
| – | – | ﹤0.01% | 866 |
|
|
2021
Q1 | $4K | Buy |
+204
| New | +$4K | ﹤0.01% | 895 |
|