JPLA
Joseph P. Lucia & Associates’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,510
| Closed | -$74K | – | 384 |
|
|
2022
Q2 | $74K | Sell |
3,510
-3,820
| -52% | -$80.5K | 0.05% | 159 |
|
|
2022
Q1 | $182K | Buy |
+7,330
| New | +$182K | 0.11% | 123 |
|
|
2021
Q4 | – | Sell |
-435
| Closed | -$20K | – | 470 |
|
|
2021
Q3 | $20K | Hold |
435
| – | – | 0.01% | 306 |
|
|
2021
Q2 | $20K | Hold |
435
| – | – | 0.01% | 316 |
|
|
2021
Q1 | $18K | Hold |
435
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $17K | Buy |
+435
| New | +$17K | 0.01% | 290 |
|
|
2020
Q3 | – | Sell |
-585
| Closed | -$21K | – | 393 |
|
|
2020
Q2 | $21K | Sell |
585
-545
| -48% | -$19.6K | 0.02% | 240 |
|
|
2020
Q1 | $37K | Hold |
1,130
| – | – | 0.04% | 182 |
|
|
2019
Q4 | $52K | Hold |
1,130
| – | – | 0.05% | 174 |
|
|
2019
Q3 | $53K | Hold |
1,130
| – | – | 0.05% | 166 |
|
|
2019
Q2 | $50K | Sell |
1,130
-49,299
| -98% | -$2.18M | 0.05% | 170 |
|
|
2019
Q1 | $1.13K | Buy |
+50,429
| New | +$1.13K | 0.08% | 110 |
|