PFG
Piershale Financial Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.16K | Hold |
264
| – | – | ﹤0.01% | 170 |
|
|
2023
Q1 | $5.15K | Hold |
264
| – | – | ﹤0.01% | 164 |
|
|
2022
Q4 | $5.09K | Buy |
+264
| New | +$5.09K | ﹤0.01% | 169 |
|
|
2022
Q1 | – | Sell |
-551,593
| Closed | -$29.1M | – | 19 |
|
|
2021
Q4 | $29.1M | Buy |
551,593
+193,286
| +54% | +$10.2M | 11.08% | 4 |
|
|
2021
Q3 | $16.4M | Buy |
+358,307
| New | +$16.4M | 6.74% | 5 |
|
|
2020
Q1 | – | Sell |
-352,217
| Closed | -$16.2M | – | 17 |
|
|
2019
Q4 | $16.2M | Sell |
352,217
-78,499
| -18% | -$3.61M | 8.64% | 7 |
|
|
2019
Q3 | $20.3M | Buy |
430,716
+61,117
| +17% | +$2.88M | 11.49% | 4 |
|
|
2019
Q2 | $16.4M | Buy |
369,599
+210,026
| +132% | +$9.33M | 9.37% | 7 |
|
|
2019
Q1 | $7.09M | Buy |
+159,573
| New | +$7.09M | 4.24% | 8 |
|
|
2017
Q4 | – | Sell |
-597,749
| Closed | -$24.6M | – | 28 |
|
|
2017
Q3 | $24.6M | Buy |
+597,749
| New | +$24.6M | 13.92% | 1 |
|
|
2016
Q4 | – | Sell |
-253,073
| Closed | -$10.8M | – | 112 |
|
|
2016
Q3 | $10.8M | Buy |
253,073
+150,933
| +148% | +$6.44M | 8.21% | 6 |
|
|
2016
Q2 | $4.44M | Buy |
+102,140
| New | +$4.44M | 3.29% | 7 |
|
|
2016
Q1 | – | Sell |
-317,052
| Closed | -$12.6M | – | 193 |
|
|
2015
Q4 | $12.6M | Buy |
+317,052
| New | +$12.6M | 7.63% | 7 |
|
|
2015
Q2 | – | Sell |
-294,383
| Closed | -$11.9M | – | 138 |
|
|
2015
Q1 | $11.9M | Buy |
+294,383
| New | +$11.9M | 9.46% | 6 |
|
|
2014
Q4 | – | Sell |
-173,861
| Closed | -$5.92M | – | 162 |
|
|
2014
Q3 | $5.92M | Sell |
173,861
-14,833
| -8% | -$505K | 4.74% | 10 |
|
|
2014
Q2 | $6.67M | Buy |
188,694
+27,243
| +17% | +$964K | 5.46% | 4 |
|
|
2014
Q1 | $5.35M | Buy |
161,451
+161,387
| +252,167% | +$5.34M | 6.24% | 4 |
|
|
2013
Q4 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 105 |
|