Jamison Private Wealth Management’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
Q4 | – | Sell |
-1,376
| Closed | -$31.9K | – | 419 |
|
|
2024
Q3 | $31.9K | Buy |
1,376
+105
| +8% | +$2.43K | ﹤0.01% | 271 |
|
|
2024
Q2 | $25.4K | Buy |
1,271
+439
| +53% | +$8.77K | ﹤0.01% | 282 |
|
|
2024
Q1 | $16.9K | Buy |
832
+126
| +18% | +$2.56K | ﹤0.01% | 303 |
|
|
2023
Q4 | $14.6K | Buy |
706
+185
| +36% | +$3.83K | ﹤0.01% | 288 |
|
|
2023
Q3 | $9.26K | Buy |
+521
| New | +$9.26K | ﹤0.01% | 298 |
|