Clear Point 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
2024
Q4
Sell
-566
Closed -$13.1K 451
2024
Q3
$13.1K Buy
566
+9
+2% +$208 0.01% 310
2024
Q2
$11.1K Sell
557
-53
-9% -$1.06K 0.01% 319
2024
Q1
$12.4K Buy
610
+4
+0.7% +$81 0.01% 316
2023
Q4
$12.6K Buy
+606
New +$12.6K 0.01% 299