GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.25M | Buy |
96,924
+190
| +0.2% | +$4.4K | 0.17% | 117 |
|
|
2024
Q2 | $1.93M | Sell |
96,734
-13,912
| -13% | -$278K | 0.15% | 125 |
|
|
2024
Q1 | $2.25M | Sell |
110,646
-10,055
| -8% | -$204K | 0.18% | 113 |
|
|
2023
Q4 | $2.5M | Buy |
120,701
+15,951
| +15% | +$330K | 0.21% | 103 |
|
|
2023
Q3 | $1.86M | Buy |
104,750
+46,743
| +81% | +$830K | 0.18% | 118 |
|
|
2023
Q2 | $1.13M | Sell |
58,007
-9,753
| -14% | -$190K | 0.1% | 168 |
|
|
2023
Q1 | $1.32M | Sell |
67,760
-298,287
| -81% | -$5.82M | 0.16% | 102 |
|
|
2022
Q4 | $7.06M | Buy |
366,047
+341,677
| +1,402% | +$6.59M | 1.53% | 20 |
|
|
2022
Q3 | $455K | Buy |
24,370
+12,129
| +99% | +$226K | 0.12% | 111 |
|
|
2022
Q2 | $258K | Buy |
+12,241
| New | +$258K | 0.07% | 161 |
|