Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.11K | Sell |
100
-90
| -47% | -$1.9K | ﹤0.01% | 208 |
|
|
2024
Q3 | $4.4K | Buy |
190
+70
| +58% | +$1.62K | ﹤0.01% | 274 |
|
|
2024
Q2 | $2.4K | Hold |
120
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $2.44K | Buy |
120
+30
| +33% | +$609 | ﹤0.01% | 247 |
|
|
2023
Q4 | $1.86K | Sell |
90
-190
| -68% | -$3.94K | ﹤0.01% | 213 |
|
|
2023
Q3 | $4.97K | Sell |
280
-892
| -76% | -$15.8K | ﹤0.01% | 216 |
|
|
2023
Q2 | $22.9K | Hold |
1,172
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $22.9K | Buy |
+1,172
| New | +$22.9K | 0.01% | 186 |
|