Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-555
| Closed | -$11.5K | – | 468 |
|
|
2023
Q4 | $11.5K | Hold |
555
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $9.85K | Hold |
555
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $10.8K | Hold |
555
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $10.8K | Hold |
555
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $10.7K | Buy |
+555
| New | +$10.7K | ﹤0.01% | 397 |
|