Lehman & Derafelo Financial Resources’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 |
-356
| Closed | -$7K | – | 170 |
|
|
2022
Q3 | $7K | Hold |
356
| – | – | ﹤0.01% | 177 |
|
|
2022
Q2 | $8K | Buy |
+356
| New | +$8K | ﹤0.01% | 180 |
|
|
2021
Q4 | – | Sell |
-356
| Closed | -$8K | – | 169 |
|
|
2021
Q3 | $8K | Hold |
356
| – | – | ﹤0.01% | 177 |
|
|
2021
Q2 | $8K | Hold |
356
| – | – | ﹤0.01% | 202 |
|
|
2021
Q1 | $7K | Hold |
356
| – | – | ﹤0.01% | 207 |
|
|
2020
Q4 | $7K | Hold |
356
| – | – | ﹤0.01% | 206 |
|
|
2020
Q3 | $6K | Hold |
356
| – | – | ﹤0.01% | 209 |
|
|
2020
Q2 | $6K | Hold |
356
| – | – | ﹤0.01% | 196 |
|
|
2020
Q1 | $6K | Buy |
+356
| New | +$6K | ﹤0.01% | 169 |
|