Life Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-788
| Closed | -$16.3K | – | 200 |
|
|
2023
Q4 | $16.3K | Buy |
+788
| New | +$16.3K | 0.02% | 139 |
|
|
2022
Q3 | $13.9K | Hold |
742
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $16K | Hold |
742
| – | – | 0.02% | 127 |
|
|
2022
Q1 | $18K | Hold |
742
| – | – | 0.02% | 121 |
|
|
2021
Q4 | $20K | Buy |
+742
| New | +$20K | 0.02% | 113 |
|