M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.32K | Buy |
316
+4
| +1% | +$93 | ﹤0.01% | 423 |
|
|
2024
Q2 | $6.23K | Buy |
312
+20
| +7% | +$400 | ﹤0.01% | 425 |
|
|
2024
Q1 | $5.93K | Sell |
292
-160
| -35% | -$3.25K | ﹤0.01% | 431 |
|
|
2023
Q4 | $9.36K | Buy |
452
+50
| +12% | +$1.04K | ﹤0.01% | 407 |
|
|
2023
Q3 | $7.14K | Buy |
402
+34
| +9% | +$604 | ﹤0.01% | 425 |
|
|
2023
Q2 | $7.19K | Buy |
368
+292
| +384% | +$5.71K | ﹤0.01% | 426 |
|
|
2023
Q1 | $1.48K | Hold |
76
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $1.47K | Buy |
+76
| New | +$1.47K | ﹤0.01% | 542 |
|