JBJ Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-347,810
| Closed | -$6.13M | – | 55 |
|
|
2020
Q2 | $6.13M | Buy |
347,810
+6,228
| +2% | +$110K | 1.75% | 14 |
|
|
2020
Q1 | $5.59M | Sell |
341,582
-84,448
| -20% | -$1.38M | 2.01% | 13 |
|
|
2019
Q4 | $9.79M | Buy |
426,030
+12,224
| +3% | +$281K | 3% | 10 |
|
|
2019
Q3 | $9.76M | Sell |
413,806
-72,590
| -15% | -$1.71M | 3.28% | 8 |
|
|
2019
Q2 | $10.8M | Buy |
486,396
+81,214
| +20% | +$1.8M | 3.91% | 8 |
|
|
2019
Q1 | $9M | Buy |
+405,182
| New | +$9M | 3.43% | 9 |
|