IAA
Ironsides Asset Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-184,000
| Closed | -$4.58M | – | 108 |
|
|
2022
Q1 | $4.58M | Buy |
184,000
+92,000
| +100% | +$2.29M | 1.4% | 11 |
|
|
2021
Q4 | $4.85M | Hold |
92,000
| – | – | 1.34% | 10 |
|
|
2021
Q3 | $4.2M | Sell |
92,000
-2,500
| -3% | -$114K | 1.33% | 9 |
|
|
2021
Q2 | $4.33M | Hold |
94,500
| – | – | 1.29% | 11 |
|
|
2021
Q1 | $3.88M | Hold |
94,500
| – | – | 1.21% | 10 |
|
|
2020
Q4 | $3.59M | Hold |
94,500
| – | – | 1.13% | 12 |
|
|
2020
Q3 | $3.34M | Hold |
94,500
| – | – | 1.06% | 14 |
|
|
2020
Q2 | $3.33M | Hold |
94,500
| – | – | 1.1% | 13 |
|
|
2020
Q1 | $3.09M | Buy |
+94,500
| New | +$3.09M | 1.88% | 8 |
|