Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-60
| Closed | -$1.17K | – | 1438 |
|
|
2023
Q1 | $1.17K | Sell |
60
-134
| -69% | -$2.61K | ﹤0.01% | 1256 |
|
|
2022
Q4 | $3.73K | Buy |
194
+1
| +0.5% | +$19 | ﹤0.01% | 1115 |
|
|
2022
Q3 | $4K | Sell |
193
-6
| -3% | -$124 | ﹤0.01% | 1099 |
|
|
2022
Q2 | $4K | Buy |
+199
| New | +$4K | ﹤0.01% | 1068 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$2K | – | 1548 |
|
|
2021
Q4 | $2K | Sell |
60
-350
| -85% | -$11.7K | ﹤0.01% | 1270 |
|
|
2021
Q3 | $9K | Buy |
410
+112
| +38% | +$2.46K | 0.01% | 912 |
|
|
2021
Q2 | $7K | Sell |
298
-210
| -41% | -$4.93K | ﹤0.01% | 1057 |
|
|
2021
Q1 | $10K | Buy |
508
+194
| +62% | +$3.82K | 0.01% | 905 |
|
|
2020
Q4 | $6K | Sell |
314
-600
| -66% | -$11.5K | ﹤0.01% | 824 |
|
|
2020
Q3 | $16K | Buy |
+914
| New | +$16K | 0.02% | 563 |
|