Curtis Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $993K | Buy |
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|
2020
Q3 | $577K | Hold |
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|
2020
Q2 | $574K | Buy |
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|
2020
Q1 | $435K | Sell |
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|
2019
Q4 | $694K | Buy |
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