Laurel Wealth Advisors (California)’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.53M | Buy |
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|
2019
Q3 | $322K | Sell |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $504K | Buy |
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|
2018
Q4 | $353K | Buy |
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|
2018
Q3 | $193K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $264K | Buy |
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