Gunma Bank’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 |
-221,000
| Closed | -$3.92M | – | 25 |
|
|
2023
Q3 | $3.92M | Hold |
221,000
| – | – | 2.86% | 18 |
|
|
2023
Q2 | $4.32M | Hold |
221,000
| – | – | 2.92% | 18 |
|
|
2023
Q1 | $4.31M | Hold |
221,000
| – | – | 1.9% | 29 |
|
|
2022
Q4 | $4.26M | Hold |
221,000
| – | – | 2.12% | 20 |
|
|
2022
Q3 | $4.13M | Hold |
221,000
| – | – | 2.52% | 13 |
|
|
2022
Q2 | $4.66M | Buy |
221,000
+95,000
| +75% | +$2M | 1.97% | 19 |
|
|
2022
Q1 | $3.14M | Buy |
126,000
+42,000
| +50% | +$1.05M | 7.42% | 7 |
|
|
2021
Q4 | $2.21M | Sell |
84,000
-56,000
| -40% | -$1.48M | 1.94% | 20 |
|
|
2021
Q3 | $3.2M | Buy |
+140,000
| New | +$3.2M | 1.77% | 21 |
|