DDD Partners’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 |
-36,399
| Closed | -$647K | – | 89 |
|
|
2023
Q3 | $647K | Buy |
36,399
+1,184
| +3% | +$21.1K | 0.09% | 59 |
|
|
2023
Q2 | $688K | Buy |
35,215
+413
| +1% | +$8.07K | 0.1% | 56 |
|
|
2023
Q1 | $679K | Buy |
34,802
+6,288
| +22% | +$123K | 0.11% | 53 |
|
|
2022
Q4 | $550K | Buy |
28,514
+71
| +0.2% | +$1.37K | 0.09% | 51 |
|
|
2022
Q3 | $532K | Buy |
28,443
+1,831
| +7% | +$34.2K | 0.1% | 54 |
|
|
2022
Q2 | $561K | Buy |
26,612
+1,441
| +6% | +$30.4K | 0.1% | 48 |
|
|
2022
Q1 | $627K | Buy |
25,171
+1,515
| +6% | +$37.7K | 0.09% | 50 |
|
|
2021
Q4 | $623K | Buy |
23,656
+806
| +4% | +$21.2K | 0.09% | 54 |
|
|
2021
Q3 | $522K | Buy |
22,850
+220
| +1% | +$5.03K | 0.08% | 53 |
|
|
2021
Q2 | $518K | Buy |
22,630
+2,206
| +11% | +$50.5K | 0.08% | 50 |
|
|
2021
Q1 | $420K | Buy |
20,424
+1,020
| +5% | +$21K | 0.07% | 52 |
|
|
2020
Q4 | $368K | Buy |
19,404
+5,158
| +36% | +$97.8K | 0.07% | 45 |
|
|
2020
Q3 | $252K | Buy |
14,246
+574
| +4% | +$10.2K | 0.07% | 44 |
|
|
2020
Q2 | $241K | Buy |
+13,672
| New | +$241K | 0.07% | 39 |
|