Lenox Wealth Advisors’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 | – | Sell |
-240
| Closed | -$6K | – | 959 |
|
|
2021
Q4 | $6K | Buy |
240
+214
| +823% | +$5.35K | ﹤0.01% | 579 |
|
|
2021
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 691 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | – | – | 746 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 662 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 639 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 765 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 913 |
|
|
2019
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 807 |
|
|
2019
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 640 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$20K | – | 388 |
|
|
2015
Q4 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 139 |
|