Cardiff Park Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,735
| Closed | -$72.9K | – | 324 |
|
|
2023
Q2 | $72.9K | Buy |
3,735
+33
| +0.9% | +$645 | 0.01% | 271 |
|
|
2023
Q1 | $72.2K | Buy |
3,702
+22
| +0.6% | +$429 | 0.01% | 267 |
|
|
2022
Q4 | $71K | Buy |
3,680
+27
| +0.7% | +$521 | 0.01% | 266 |
|
|
2022
Q3 | $68K | Buy |
3,653
+25
| +0.7% | +$465 | 0.01% | 268 |
|
|
2022
Q2 | $77K | Sell |
3,628
-451
| -11% | -$9.57K | 0.01% | 265 |
|
|
2022
Q1 | $102K | Buy |
4,079
+3
| +0.1% | +$75 | 0.01% | 253 |
|
|
2021
Q4 | $107K | Buy |
+4,076
| New | +$107K | 0.01% | 254 |
|