C.M. Bidwell & Associates’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 |
-120
| Closed | -$2K | – | 533 |
|
|
2022
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 433 |
|
|
2022
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 459 |
|
|
2021
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 512 |
|
|
2021
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 427 |
|
|
2020
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 323 |
|
|
2019
Q4 | $3K | Sell |
120
-1,756
| -94% | -$43.9K | ﹤0.01% | 368 |
|
|
2019
Q3 | $44K | Hold |
1,876
| – | – | 0.04% | 257 |
|
|
2019
Q2 | $42K | Hold |
1,876
| – | – | 0.04% | 256 |
|
|
2019
Q1 | $42K | Sell |
1,876
-50
| -3% | -$1.12K | 0.04% | 260 |
|
|
2018
Q4 | $37K | Hold |
1,926
| – | – | 0.04% | 262 |
|
|
2018
Q3 | $40K | Hold |
1,926
| – | – | 0.04% | 247 |
|
|
2018
Q2 | $40K | Hold |
1,926
| – | – | 0.04% | 260 |
|
|
2018
Q1 | $37K | Hold |
1,926
| – | – | 0.03% | 258 |
|
|
2017
Q4 | $40K | Buy |
+1,926
| New | +$40K | 0.03% | 256 |
|