Navis Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q4 | $273K | Buy |
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