Harborview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $262K | Buy |
11,486
+1,196
| +12% | +$27.3K | 0.15% | 96 |
|
|
2021
Q2 | $236K | Buy |
+10,290
| New | +$236K | 0.13% | 96 |
|
|
2020
Q4 | – | Sell |
-12,202
| Closed | -$216K | – | 97 |
|
|
2020
Q3 | $216K | Buy |
12,202
+566
| +5% | +$10K | 0.16% | 87 |
|
|
2020
Q2 | $205K | Buy |
+11,636
| New | +$205K | 0.17% | 83 |
|
|
2020
Q1 | – | Sell |
-13,078
| Closed | -$301K | – | 91 |
|
|
2019
Q4 | $301K | Buy |
13,078
+534
| +4% | +$12.3K | 0.23% | 63 |
|
|
2019
Q3 | $296K | Buy |
12,544
+836
| +7% | +$19.7K | 0.24% | 61 |
|
|
2019
Q2 | $260K | Buy |
11,708
+444
| +4% | +$9.86K | 0.21% | 68 |
|
|
2019
Q1 | $250K | Buy |
+11,264
| New | +$250K | 0.22% | 62 |
|