GIA
Gladstone Institutional Advisory’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,368
| Closed | -$200K | – | 590 |
|
|
2021
Q2 | $200K | Sell |
4,368
-771
| -15% | -$35.3K | 0.02% | 484 |
|
|
2021
Q1 | $211K | Buy |
+5,139
| New | +$211K | 0.03% | 377 |
|
|
2020
Q3 | – | Sell |
-70,210
| Closed | -$2.47M | – | 293 |
|
|
2020
Q2 | $2.47M | Sell |
70,210
-44,745
| -39% | -$1.58M | 0.63% | 39 |
|
|
2020
Q1 | $3.76M | Buy |
114,955
+28,592
| +33% | +$936K | 0.97% | 27 |
|
|
2019
Q4 | $3.97M | Buy |
86,363
+1,293
| +2% | +$59.4K | 0.97% | 26 |
|
|
2019
Q3 | $4.01M | Buy |
85,070
+1,861
| +2% | +$87.8K | 1.02% | 26 |
|
|
2019
Q2 | $3.7M | Buy |
83,209
+11,368
| +16% | +$505K | 1.13% | 21 |
|
|
2019
Q1 | $3.19M | Buy |
+71,841
| New | +$3.19M | 1.17% | 22 |
|