Journey Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36,154
| Closed | -$676K | – | 237 |
|
|
2022
Q3 | $676K | Buy |
36,154
+557
| +2% | +$10.4K | 0.17% | 115 |
|
|
2022
Q2 | $807K | Buy |
35,597
+687
| +2% | +$15.6K | 0.19% | 115 |
|
|
2022
Q1 | $869K | Sell |
34,910
-114
| -0.3% | -$2.84K | 0.22% | 99 |
|
|
2021
Q4 | $923K | Sell |
35,024
-1,214
| -3% | -$32K | 0.26% | 88 |
|
|
2021
Q3 | $828K | Buy |
36,238
+2,984
| +9% | +$68.2K | 0.27% | 85 |
|
|
2021
Q2 | $761K | Buy |
33,254
+938
| +3% | +$21.5K | 0.24% | 93 |
|
|
2021
Q1 | $664K | Sell |
32,316
-210
| -0.6% | -$4.32K | 0.23% | 93 |
|
|
2020
Q4 | $618K | Buy |
+32,526
| New | +$618K | 0.23% | 92 |
|