MFA Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14
| Closed | -$324 | – | 329 |
|
|
2024
Q3 | $324 | Hold |
14
| – | – | ﹤0.01% | 484 |
|
|
2024
Q2 | $280 | Buy |
+14
| New | +$280 | ﹤0.01% | 504 |
|
|
2020
Q3 | – | Sell |
-1,688
| Closed | -$29.7K | – | 182 |
|
|
2020
Q2 | $29.7K | Sell |
1,688
-31,556
| -95% | -$556K | 0.02% | 94 |
|
|
2020
Q1 | $531K | Buy |
33,244
+23,976
| +259% | +$383K | 0.52% | 33 |
|
|
2019
Q4 | $212K | Sell |
9,268
-192
| -2% | -$4.39K | 0.15% | 40 |
|
|
2019
Q3 | $223K | Sell |
9,460
-1,130
| -11% | -$26.6K | 0.18% | 34 |
|
|
2019
Q2 | $235K | Sell |
10,590
-42,472
| -80% | -$942K | 0.18% | 38 |
|
|
2019
Q1 | $1.18M | Buy |
53,062
+30,244
| +133% | +$671K | 0.77% | 27 |
|
|
2018
Q4 | $439K | Sell |
22,818
-38,618
| -63% | -$743K | 0.44% | 27 |
|
|
2018
Q3 | $1.3M | Sell |
61,436
-3,798
| -6% | -$80.1K | 0.97% | 24 |
|
|
2018
Q2 | $1.38M | Buy |
65,234
+860
| +1% | +$18.2K | 0.91% | 21 |
|
|
2018
Q1 | $1.27M | Sell |
64,374
-261,844
| -80% | -$5.16M | 0.96% | 21 |
|
|
2017
Q4 | $6.42M | Buy |
+326,218
| New | +$6.42M | 4.36% | 6 |
|