Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Sell |
172
-378
| -69% | -$11K | ﹤0.01% | 847 |
|
|
2021
Q3 | $13K | Buy |
550
+382
| +227% | +$9.03K | ﹤0.01% | 618 |
|
|
2021
Q2 | $4K | Sell |
168
-3,912
| -96% | -$93.1K | ﹤0.01% | 832 |
|
|
2021
Q1 | $84K | Buy |
+4,080
| New | +$84K | 0.01% | 283 |
|
|
2019
Q4 | – | Sell |
-1,482
| Closed | -$35K | – | 922 |
|
|
2019
Q3 | $35K | Sell |
1,482
-264
| -15% | -$6.24K | ﹤0.01% | 407 |
|
|
2019
Q2 | $39K | Buy |
1,746
+1,648
| +1,682% | +$36.8K | ﹤0.01% | 396 |
|
|
2019
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 890 |
|
|
2018
Q4 | $2K | Buy |
98
+18
| +23% | +$367 | ﹤0.01% | 865 |
|
|
2018
Q3 | $2K | Buy |
80
+54
| +208% | +$1.35K | ﹤0.01% | 936 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 964 |
|
|
2018
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 1045 |
|
|
2017
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 938 |
|
|
2017
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 966 |
|
|
2017
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 915 |
|
|
2017
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 889 |
|