Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-34
| Closed | -$1K | – | 1665 |
|
|
2022
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1941 |
|
|
2021
Q1 | – | Sell |
-42
| Closed | -$1K | – | 2072 |
|
|
2020
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 1798 |
|
|
2020
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1576 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1451 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1321 |
|
|
2019
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1398 |
|