SMA
Sage Mountain Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23
| Closed | -$476 | – | 420 |
|
|
2023
Q4 | $476 | Hold |
23
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $408 | Hold |
23
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $449 | Buy |
+23
| New | +$449 | ﹤0.01% | 353 |
|
|
2022
Q1 | – | Sell |
-21
| Closed | -$1K | – | 690 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 687 |
|