Ellevest Inc’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
Q2 | – | Sell |
-590
| Closed | -$11.5K | – | 1395 |
|
|
2023
Q1 | $11.5K | Sell |
590
-569
| -49% | -$11.1K | ﹤0.01% | 1002 |
|
|
2022
Q4 | $22.4K | Buy |
1,159
+1,009
| +673% | +$19.5K | ﹤0.01% | 824 |
|
|
2022
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1113 |
|
|
2022
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q4 | $4K | Sell |
150
-270
| -64% | -$7.2K | ﹤0.01% | 1068 |
|
|
2021
Q3 | $10K | Buy |
420
+418
| +20,900% | +$9.95K | ﹤0.01% | 823 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1404 |
|