Cornerstone Wealth 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
Q4 | – | Sell |
-257,106
| Closed | -$4.56M | – | 46 |
|
|
2023
Q3 | $4.56M | Sell |
257,106
-21,794
| -8% | -$387K | 1.61% | 15 |
|
|
2023
Q2 | $5.45M | Sell |
278,900
-971
| -0.3% | -$19K | 1.88% | 13 |
|
|
2023
Q1 | $5.46M | Buy |
279,871
+17,032
| +6% | +$332K | 1.98% | 12 |
|
|
2022
Q4 | $5.07M | Buy |
262,839
+12,125
| +5% | +$234K | 1.97% | 12 |
|
|
2022
Q3 | $4.69M | Buy |
250,714
+14,754
| +6% | +$276K | 1.85% | 12 |
|
|
2022
Q2 | $4.98M | Buy |
235,960
+19,644
| +9% | +$414K | 1.9% | 12 |
|
|
2022
Q1 | $5.38M | Buy |
+216,316
| New | +$5.38M | 1.86% | 12 |
|