Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-118
| Closed | -$2K | – | 666 |
|
|
2020
Q2 | $2K | Hold |
118
| – | – | ﹤0.01% | 812 |
|
|
2020
Q1 | $2K | Hold |
118
| – | – | ﹤0.01% | 792 |
|
|
2019
Q4 | $3K | Buy |
118
+2
| +2% | +$51 | ﹤0.01% | 818 |
|
|
2019
Q3 | $3K | Buy |
116
+2
| +2% | +$52 | ﹤0.01% | 874 |
|
|
2019
Q2 | $3K | Hold |
114
| – | – | ﹤0.01% | 950 |
|
|
2019
Q1 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 1175 |
|
|
2018
Q2 | – | Sell |
-678
| Closed | -$13K | – | 1405 |
|
|
2018
Q1 | $13K | Sell |
678
-1,470
| -68% | -$28.2K | ﹤0.01% | 879 |
|
|
2017
Q4 | $45K | Buy |
2,148
+1,548
| +258% | +$32.4K | 0.01% | 630 |
|
|
2017
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 985 |
|
|
2017
Q2 | $12K | Hold |
600
| – | – | ﹤0.01% | 986 |
|
|
2017
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 989 |
|
|
2016
Q4 | $12K | Hold |
600
| – | – | ﹤0.01% | 956 |
|
|
2016
Q3 | $13K | Hold |
600
| – | – | ﹤0.01% | 934 |
|
|
2016
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 897 |
|
|
2016
Q1 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 695 |
|
|
2015
Q3 | – | Sell |
-3,904
| Closed | -$71K | – | 758 |
|
|
2015
Q2 | $71K | Sell |
3,904
-564
| -13% | -$10.3K | 0.03% | 363 |
|
|
2015
Q1 | $91K | Buy |
4,468
+2
| +0% | +$41 | 0.04% | 300 |
|
|
2014
Q4 | $87K | Buy |
4,466
+800
| +22% | +$15.6K | 0.04% | 272 |
|
|
2014
Q3 | $62K | Buy |
3,666
+364
| +11% | +$6.16K | 0.03% | 286 |
|
|
2014
Q2 | $58K | Buy |
+3,302
| New | +$58K | 0.03% | 303 |
|