Crew Capital Management’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
Q1 | – | Sell |
-16,292
| Closed | -$314K | – | 97 |
|
|
2022
Q4 | $314K | Sell |
16,292
-1,915
| -11% | -$36.9K | 0.45% | 61 |
|
|
2022
Q3 | $340K | Hold |
18,207
| – | – | 0.46% | 54 |
|
|
2022
Q2 | $384K | Sell |
18,207
-120
| -0.7% | -$2.53K | 0.48% | 56 |
|
|
2022
Q1 | $456K | Sell |
18,327
-467
| -2% | -$11.6K | 0.44% | 52 |
|
|
2021
Q4 | $495K | Hold |
18,794
| – | – | 0.42% | 51 |
|
|
2021
Q3 | $429K | Sell |
18,794
-660
| -3% | -$15.1K | 0.4% | 52 |
|
|
2021
Q2 | $445K | Hold |
19,454
| – | – | 0.42% | 54 |
|
|
2021
Q1 | $400K | Buy |
+19,454
| New | +$400K | 0.4% | 60 |
|