MPWT
MassMutual Private Wealth & Trust’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-407
| Closed | -$8.26K | – | 2222 |
|
|
2024
Q1 | $8.26K | Buy |
+407
| New | +$8.26K | ﹤0.01% | 1096 |
|
|
2023
Q2 | – | Sell |
-116
| Closed | -$2.26K | – | 2024 |
|
|
2023
Q1 | $2.26K | Hold |
116
| – | – | ﹤0.01% | 1385 |
|
|
2022
Q4 | $2K | Hold |
116
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q3 | $2K | Hold |
116
| – | – | ﹤0.01% | 1280 |
|
|
2022
Q2 | $2K | Hold |
116
| – | – | ﹤0.01% | 1193 |
|
|
2022
Q1 | $3K | Sell |
116
-460
| -80% | -$11.9K | ﹤0.01% | 1086 |
|
|
2021
Q4 | $30K | Buy |
+576
| New | +$30K | ﹤0.01% | 546 |
|
|
2019
Q3 | – | Sell |
-368
| Closed | -$16K | – | 901 |
|
|
2019
Q2 | $16K | Buy |
+368
| New | +$16K | ﹤0.01% | 529 |
|