LA
LVW Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-113,864
| Closed | -$3.73M | – | 209 |
|
|
2020
Q1 | $3.73M | Sell |
113,864
-1,760
| -2% | -$57.6K | 0.99% | 23 |
|
|
2019
Q4 | $5.31M | Sell |
115,624
-8,656
| -7% | -$398K | 1.2% | 19 |
|
|
2019
Q3 | $5.86M | Buy |
124,280
+7,569
| +6% | +$357K | 1.45% | 16 |
|
|
2019
Q2 | $5.19M | Sell |
116,711
-2,608
| -2% | -$116K | 1.43% | 16 |
|
|
2019
Q1 | $5.3M | Sell |
119,319
-6,373
| -5% | -$283K | 1.41% | 14 |
|
|
2018
Q4 | $4.84M | Sell |
125,692
-40,493
| -24% | -$1.56M | 1.63% | 13 |
|
|
2018
Q3 | $6.94M | Sell |
166,185
-36,103
| -18% | -$1.51M | 1.95% | 9 |
|
|
2018
Q2 | $8.45M | Buy |
+202,288
| New | +$8.45M | 2.68% | 6 |
|