Loveless Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25,674
| Closed | -$588K | – | 131 |
|
|
2021
Q2 | $588K | Sell |
25,674
-3,130
| -11% | -$71.7K | 0.36% | 82 |
|
|
2021
Q1 | $592K | Sell |
28,804
-100
| -0.3% | -$2.06K | 0.39% | 78 |
|
|
2020
Q4 | $549K | Sell |
28,904
-20
| -0.1% | -$380 | 0.4% | 74 |
|
|
2020
Q3 | $512K | Sell |
28,924
-1,200
| -4% | -$21.2K | 0.43% | 70 |
|
|
2020
Q2 | $530K | Hold |
30,124
| – | – | 0.49% | 67 |
|
|
2020
Q1 | $493K | Buy |
30,124
+682
| +2% | +$11.2K | 0.58% | 58 |
|
|
2019
Q4 | $673K | Buy |
+29,442
| New | +$673K | 0.58% | 58 |
|