Concord Wealth Partners’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
Q4 | – | Sell |
-52
| Closed | -$930 | – | 995 |
|
|
2023
Q3 | $930 | Hold |
52
| – | – | ﹤0.01% | 950 |
|
|
2023
Q2 | $1.02K | Buy |
52
+1
| +2% | +$20 | ﹤0.01% | 947 |
|
|
2023
Q1 | $1K | Sell |
51
-170
| -77% | -$3.35K | ﹤0.01% | 896 |
|
|
2022
Q4 | $4.27K | Buy |
+221
| New | +$4.27K | ﹤0.01% | 798 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 953 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1244 |
|
|
2021
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1260 |
|