Reitz Capital 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
Q1 | – | Sell |
-38,326
| Closed | -$728K | – | 53 |
|
|
2020
Q4 | $728K | Sell |
38,326
-20,164
| -34% | -$383K | 0.59% | 24 |
|
|
2020
Q3 | $1.03M | Buy |
58,490
+29,414
| +101% | +$520K | 0.94% | 16 |
|
|
2020
Q2 | $512K | Sell |
29,076
-34,114
| -54% | -$601K | 0.65% | 17 |
|
|
2020
Q1 | $1.03M | Buy |
63,190
+4,152
| +7% | +$67.9K | 1.35% | 14 |
|
|
2019
Q4 | $1.36M | Buy |
59,038
+1,204
| +2% | +$27.7K | 1.47% | 14 |
|
|
2019
Q3 | $1.36M | Sell |
57,834
-2,798
| -5% | -$66K | 1.55% | 13 |
|
|
2019
Q2 | $1.35M | Sell |
60,632
-2,952
| -5% | -$65.6K | 1.52% | 14 |
|
|
2019
Q1 | $1.41M | Sell |
63,584
-40,858
| -39% | -$908K | 1.63% | 12 |
|
|
2018
Q4 | $2.01M | Buy |
+104,442
| New | +$2.01M | 2.43% | 11 |
|