Capital Directions Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $36K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $40K | Hold |
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|
2019
Q3 | $41K | Sell |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $40K | Hold |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $67K | Buy |
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|
2017
Q4 | $73K | Buy |
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|
2017
Q3 | $72K | Buy |
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|
2017
Q2 | $43K | Sell |
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|
2017
Q1 | $45K | Hold |
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|
2016
Q4 | $46K | Hold |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $48K | Hold |
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|
2016
Q1 | $46K | Sell |
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|
2015
Q4 | $55K | Hold |
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|
2015
Q3 | $52K | Hold |
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|
2015
Q2 | $51K | Hold |
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|
2015
Q1 | $54K | Hold |
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|
2014
Q4 | $59K | Hold |
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|
2014
Q3 | $53K | Sell |
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|
2014
Q2 | $63K | Hold |
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|
2014
Q1 | $59K | Sell |
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|
2013
Q4 | $56K | Sell |
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|
2013
Q3 | $73K | Sell |
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|
2013
Q2 | $77K | Buy |
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