Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,072
| Closed | -$369K | – | 89 |
|
|
2019
Q4 | $369K | Sell |
16,072
-378
| -2% | -$8.68K | 0.33% | 52 |
|
|
2019
Q3 | $388K | Buy |
16,450
+2,690
| +20% | +$63.4K | 0.34% | 53 |
|
|
2019
Q2 | $306K | Buy |
+13,760
| New | +$306K | 0.25% | 62 |
|
|
2017
Q4 | – | Sell |
-77,318
| Closed | -$1.59M | – | 80 |
|
|
2017
Q3 | $1.59M | Buy |
+77,318
| New | +$1.59M | 0.75% | 34 |
|