Capital Directions Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Capital Directions Investment Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$30.5K	Buy	+1,582	New	+$30.5K	0.01%	149
2022 Q3	–	Sell	-1,582	Closed	-$33K	–	137
2022 Q2	$33K	Hold	1,582	–	–	0.01%	148
2022 Q1	$39K	Buy	+1,582	New	+$39K	0.01%	159
2021 Q4	–	Sell	-1,582	Closed	-$36K	–	189
2021 Q3	$36K	Hold	1,582	–	–	0.01%	156
2021 Q2	$36K	Buy	+1,582	New	+$36K	0.01%	135
2021 Q1	–	Sell	-1,582	Closed	-$30K	–	311
2020 Q4	$30K	Hold	1,582	–	–	0.01%	136
2020 Q3	$28K	Hold	1,582	–	–	0.01%	135
2020 Q2	$28K	Sell	1,582 -156	-9%	-$2.76K	0.01%	136
2020 Q1	$28K	Hold	1,738	–	–	0.01%	142
2019 Q4	$40K	Hold	1,738	–	–	0.01%	150
2019 Q3	$41K	Sell	1,738 -364	-17%	-$8.59K	0.01%	141
2019 Q2	$47K	Hold	2,102	–	–	0.02%	67
2019 Q1	$47K	Hold	2,102	–	–	0.02%	70
2018 Q4	$40K	Hold	2,102	–	–	0.01%	73
2018 Q3	$44K	Buy	2,102 +450	+27%	+$9.42K	0.01%	98
2018 Q2	$35K	Sell	1,652 -1,876	-53%	-$39.7K	0.02%	86
2018 Q1	$67K	Buy	3,528 +4	+0.1%	+$76	0.02%	67
2017 Q4	$73K	Buy	3,524 +2	+0.1%	+$41	0.02%	65
2017 Q3	$72K	Buy	3,522 +1,420	+68%	+$29K	0.02%	66
2017 Q2	$43K	Sell	2,102 -120	-5%	-$2.46K	0.01%	65
2017 Q1	$45K	Hold	2,222	–	–	0.02%	64
2016 Q4	$46K	Hold	2,222	–	–	0.02%	55
2016 Q3	$47K	Hold	2,222	–	–	0.02%	54
2016 Q2	$48K	Hold	2,222	–	–	0.02%	53
2016 Q1	$46K	Sell	2,222 -568	-20%	-$11.8K	0.02%	44
2015 Q4	$55K	Hold	2,790	–	–	0.02%	52
2015 Q3	$52K	Hold	2,790	–	–	0.02%	47
2015 Q2	$51K	Hold	2,790	–	–	0.02%	46
2015 Q1	$54K	Hold	2,790	–	–	0.02%	54
2014 Q4	$59K	Hold	2,790	–	–	0.02%	52
2014 Q3	$53K	Sell	2,790 -790	-22%	-$15K	0.02%	53
2014 Q2	$63K	Hold	3,580	–	–	0.02%	46
2014 Q1	$59K	Sell	3,580 -124	-3%	-$2.04K	0.02%	47
2013 Q4	$56K	Sell	3,704 -992	-21%	-$15K	0.02%	47
2013 Q3	$73K	Sell	4,696 -130	-3%	-$2.02K	0.03%	42
2013 Q2	$77K	Buy	+4,826	New	+$77K	0.04%	41