Legacy Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $639K | Sell |
25,693
-395
| -2% | -$9.82K | 0.21% | 92 |
|
|
2021
Q4 | $687K | Buy |
26,088
+468
| +2% | +$12.3K | 0.22% | 90 |
|
|
2021
Q3 | $585K | Sell |
25,620
-620
| -2% | -$14.2K | 0.21% | 94 |
|
|
2021
Q2 | $601K | Buy |
26,240
+6,030
| +30% | +$138K | 0.22% | 92 |
|
|
2021
Q1 | $415K | Buy |
+20,210
| New | +$415K | 0.16% | 101 |
|
|
2019
Q2 | – | Sell |
-12,852
| Closed | -$286K | – | 145 |
|
|
2019
Q1 | $286K | Buy |
+12,852
| New | +$286K | 0.13% | 116 |
|