Brookstone Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-8,554
| Closed | -$214K | – | 825 |
|
2022
Q1 | $214K | Sell |
8,554
-17,566
| -67% | -$439K | ﹤0.01% | 723 |
|
2021
Q4 | $660K | Sell |
26,120
-308
| -1% | -$7.78K | 0.01% | 465 |
|
2021
Q3 | $624K | Sell |
26,428
-84
| -0.3% | -$1.98K | 0.01% | 461 |
|
2021
Q2 | $624K | Buy |
+26,512
| New | +$624K | 0.01% | 446 |
|
2015
Q4 | – | Sell |
-476
| Closed | -$9K | – | 746 |
|
2015
Q3 | $9K | Sell |
476
-262
| -36% | -$4.95K | ﹤0.01% | 1201 |
|
2015
Q2 | $13K | Buy |
+738
| New | +$13K | ﹤0.01% | 1073 |
|