Pinnacle Wealth Management Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,409
| Closed | -$346K | – | 291 |
|
|
2022
Q2 | $346K | Buy |
16,409
+4,369
| +36% | +$92.1K | 0.06% | 208 |
|
|
2022
Q1 | $300K | Hold |
12,040
| – | – | 0.04% | 224 |
|
|
2021
Q4 | $317K | Hold |
12,040
| – | – | 0.05% | 209 |
|
|
2021
Q3 | $275K | Hold |
12,040
| – | – | 0.06% | 187 |
|
|
2021
Q2 | $276K | Buy |
12,040
+150
| +1% | +$3.44K | 0.06% | 186 |
|
|
2021
Q1 | $244K | Hold |
11,890
| – | – | 0.07% | 169 |
|
|
2020
Q4 | $226K | Sell |
11,890
-350
| -3% | -$6.65K | 0.07% | 169 |
|
|
2020
Q3 | $216K | Hold |
12,240
| – | – | 0.08% | 169 |
|
|
2020
Q2 | $216K | Buy |
+12,240
| New | +$216K | 0.08% | 168 |
|