PRWA
Platte River Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-49,518
| Closed | -$966K | – | 102 |
|
|
2023
Q1 | $966K | Sell |
49,518
-9,532
| -16% | -$186K | 0.37% | 49 |
|
|
2022
Q4 | $1.14M | Buy |
59,050
+22,990
| +64% | +$443K | 0.48% | 41 |
|
|
2022
Q3 | $674K | Sell |
36,060
-24,368
| -40% | -$455K | 0.3% | 54 |
|
|
2022
Q2 | $1.27M | Buy |
60,428
+12,490
| +26% | +$263K | 0.55% | 34 |
|
|
2022
Q1 | $1.19M | Buy |
47,938
+23,969
| +100% | +$597K | 0.44% | 43 |
|
|
2021
Q4 | $1.21M | Sell |
23,969
-57
| -0.2% | -$2.87K | 0.41% | 45 |
|
|
2021
Q3 | $1.1M | Sell |
24,026
-4
| -0% | -$183 | 0.41% | 43 |
|
|
2021
Q2 | $1.1M | Sell |
24,030
-23
| -0.1% | -$1.05K | 0.42% | 44 |
|
|
2021
Q1 | $1.01M | Hold |
24,053
| – | – | 0.42% | 44 |
|
|
2020
Q4 | $916K | Sell |
24,053
-1,116
| -4% | -$42.5K | 0.4% | 45 |
|
|
2020
Q3 | $890K | Sell |
25,169
-2,660
| -10% | -$94.1K | 0.46% | 48 |
|
|
2020
Q2 | $1M | Buy |
+27,829
| New | +$1M | 0.55% | 46 |
|