Pinnacle Associates’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 |
-16,977
| Closed | -$358K | – | 761 |
|
|
2022
Q2 | $358K | Buy |
16,977
+4,369
| +35% | +$92.1K | 0.01% | 574 |
|
|
2022
Q1 | $314K | Hold |
12,608
| – | – | 0.01% | 656 |
|
|
2021
Q4 | $332K | Sell |
12,608
-1,200
| -9% | -$31.6K | 0.01% | 647 |
|
|
2021
Q3 | $315K | Buy |
13,808
+1,196
| +9% | +$27.3K | 0.01% | 635 |
|
|
2021
Q2 | $289K | Buy |
12,612
+150
| +1% | +$3.44K | 0.01% | 653 |
|
|
2021
Q1 | $256K | Sell |
12,462
-2,822
| -18% | -$58K | ﹤0.01% | 657 |
|
|
2020
Q4 | $290K | Buy |
15,284
+168
| +1% | +$3.19K | 0.01% | 599 |
|
|
2020
Q3 | $267K | Buy |
15,116
+1,796
| +13% | +$31.7K | 0.01% | 585 |
|
|
2020
Q2 | $235K | Buy |
+13,320
| New | +$235K | 0.01% | 600 |
|