Kelly Financial Services’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
Q2 | – | Sell |
-287
| Closed | -$7.15K | – | 710 |
|
|
2022
Q1 | $7.15K | Buy |
287
+275
| +2,292% | +$6.85K | ﹤0.01% | 380 |
|
|
2021
Q4 | $338 | Hold |
12
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $291 | Sell |
12
-568
| -98% | -$13.8K | ﹤0.01% | 619 |
|
|
2021
Q2 | $6K | Buy |
580
+568
| +4,733% | +$5.88K | ﹤0.01% | 609 |
|
|
2021
Q1 | $259 | Hold |
12
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $239 | Hold |
12
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $220 | Hold |
12
| – | – | ﹤0.01% | 547 |
|
|
2020
Q2 | $218 | Hold |
12
| – | – | ﹤0.01% | 563 |
|
|
2020
Q1 | $201 | Hold |
12
| – | – | ﹤0.01% | 534 |
|
|
2019
Q4 | $281 | Hold |
12
| – | – | ﹤0.01% | 520 |
|
|
2019
Q3 | $285 | Buy |
+12
| New | +$285 | ﹤0.01% | 503 |
|