DWMG
DB Wealth Management Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.62K | Hold |
78
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $1.39K | Hold |
78
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $1.52K | Hold |
78
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $1.52K | Hold |
78
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $1.51K | Buy |
+78
| New | +$1.51K | ﹤0.01% | 332 |
|
|
2022
Q1 | – | Sell |
-39
| Closed | -$2K | – | 379 |
|
|
2021
Q4 | $2K | Buy |
39
+14
| +56% | +$718 | ﹤0.01% | 341 |
|
|
2021
Q3 | $1K | Buy |
25
+9
| +56% | +$360 | ﹤0.01% | 343 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 361 |
|