BWA
Burt Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,249
| Closed | -$41K | – | 439 |
|
|
2020
Q1 | $41K | Hold |
1,249
| – | – | 0.02% | 178 |
|
|
2019
Q4 | $57K | Hold |
1,249
| – | – | 0.02% | 164 |
|
|
2019
Q3 | $59K | Hold |
1,249
| – | – | 0.02% | 161 |
|
|
2019
Q2 | $56K | Hold |
1,249
| – | – | 0.02% | 161 |
|
|
2019
Q1 | $55K | Buy |
+1,249
| New | +$55K | 0.02% | 170 |
|
|
2016
Q4 | – | Sell |
-275
| Closed | -$11K | – | 424 |
|
|
2016
Q3 | $11K | Buy |
275
+155
| +129% | +$6.2K | 0.01% | 259 |
|
|
2016
Q2 | $5K | Hold |
120
| – | – | 0.01% | 319 |
|
|
2016
Q1 | $5K | Sell |
120
-129
| -52% | -$5.38K | ﹤0.01% | 381 |
|
|
2015
Q4 | $9K | Buy |
249
+2
| +0.8% | +$72 | 0.01% | 289 |
|
|
2015
Q3 | $9K | Buy |
+247
| New | +$9K | 0.01% | 259 |
|
|
2015
Q2 | – | Sell |
-206
| Closed | -$8K | – | 402 |
|
|
2015
Q1 | $8K | Buy |
206
+205
| +20,500% | +$7.96K | 0.01% | 258 |
|
|
2014
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 344 |
|