FLC Capital Advisors’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 |
-110,285
| Closed | -$1.96M | – | 159 |
|
|
2023
Q3 | $1.96M | Sell |
110,285
-4,134
| -4% | -$73.4K | 0.59% | 39 |
|
|
2023
Q2 | $2.23M | Buy |
114,419
+7,650
| +7% | +$149K | 0.65% | 37 |
|
|
2023
Q1 | $2.08M | Buy |
106,769
+458
| +0.4% | +$8.93K | 0.64% | 39 |
|
|
2022
Q4 | $2.05M | Buy |
+106,311
| New | +$2.05M | 0.64% | 37 |
|