DTIM
Danda Trouve Investment Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-36,259
| Closed | -$1.38M | – | 174 |
|
|
2020
Q4 | $1.38M | Sell |
36,259
-12,398
| -25% | -$471K | 1.68% | 21 |
|
|
2020
Q3 | $1.72M | Sell |
48,657
-6,875
| -12% | -$243K | 2.35% | 17 |
|
|
2020
Q2 | $1.96M | Buy |
55,532
+55
| +0.1% | +$1.94K | 2.96% | 14 |
|
|
2020
Q1 | $1.82M | Buy |
55,477
+193
| +0.3% | +$6.32K | 3.77% | 10 |
|
|
2019
Q4 | $2.54M | Buy |
+55,284
| New | +$2.54M | 3.66% | 10 |
|