LFA
Level Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-120
| Closed | -$2.49K | – | 225 |
|
|
2023
Q4 | $2.49K | Hold |
120
| – | – | ﹤0.01% | 236 |
|
|
2023
Q3 | $2.14K | Sell |
120
-80
| -40% | -$1.42K | ﹤0.01% | 246 |
|
|
2023
Q2 | $3.91K | Sell |
200
-188
| -48% | -$3.68K | ﹤0.01% | 231 |
|
|
2023
Q1 | $7.57K | Sell |
388
-23
| -6% | -$449 | ﹤0.01% | 175 |
|
|
2022
Q4 | $8K | Hold |
411
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $8K | Sell |
411
-432
| -51% | -$8.41K | 0.01% | 179 |
|
|
2022
Q2 | $18K | Sell |
843
-21
| -2% | -$448 | 0.01% | 154 |
|
|
2022
Q1 | $22K | Buy |
864
+166
| +24% | +$4.23K | 0.02% | 122 |
|
|
2021
Q4 | $37K | Buy |
+698
| New | +$37K | 0.03% | 110 |
|