Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $17.3K | Buy |
898
+139
| +18% | +$2.68K | ﹤0.01% | 636 |
|
|
2022
Q3 | $15K | Hold |
759
| – | – | ﹤0.01% | 631 |
|
|
2022
Q2 | $17K | Hold |
759
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $19K | Buy |
759
+279
| +58% | +$6.98K | ﹤0.01% | 616 |
|
|
2021
Q4 | $13K | Sell |
480
-1,198
| -71% | -$32.4K | ﹤0.01% | 674 |
|
|
2021
Q3 | $38K | Buy |
1,678
+1,200
| +251% | +$27.2K | ﹤0.01% | 500 |
|
|
2021
Q2 | $11K | Buy |
478
+122
| +34% | +$2.81K | ﹤0.01% | 704 |
|
|
2021
Q1 | $7K | Hold |
356
| – | – | ﹤0.01% | 762 |
|
|
2020
Q4 | $7K | Hold |
356
| – | – | ﹤0.01% | 705 |
|
|
2020
Q3 | $6K | Hold |
356
| – | – | ﹤0.01% | 650 |
|
|
2020
Q2 | $6K | Hold |
356
| – | – | ﹤0.01% | 632 |
|
|
2020
Q1 | $6K | Buy |
356
+322
| +947% | +$5.43K | ﹤0.01% | 625 |
|
|
2019
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 824 |
|
|
2019
Q3 | – | Sell |
-872
| Closed | -$19K | – | 769 |
|
|
2019
Q2 | $19K | Buy |
872
+110
| +14% | +$2.4K | ﹤0.01% | 499 |
|
|
2019
Q1 | $17K | Buy |
762
+2
| +0.3% | +$45 | ﹤0.01% | 539 |
|
|
2018
Q4 | $15K | Buy |
760
+16
| +2% | +$316 | ﹤0.01% | 531 |
|
|
2018
Q3 | $16K | Sell |
744
-4,434
| -86% | -$95.4K | ﹤0.01% | 539 |
|
|
2018
Q2 | $108K | Hold |
5,178
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $99K | Buy |
5,178
+144
| +3% | +$2.75K | 0.01% | 272 |
|
|
2017
Q4 | $105K | Buy |
5,034
+1,176
| +30% | +$24.5K | 0.01% | 274 |
|
|
2017
Q3 | $79K | Buy |
3,858
+100
| +3% | +$2.05K | 0.01% | 304 |
|
|
2017
Q2 | $77K | Sell |
3,758
-490
| -12% | -$10K | 0.01% | 301 |
|
|
2017
Q1 | $87K | Sell |
4,248
-1,906
| -31% | -$39K | 0.01% | 284 |
|
|
2016
Q4 | $126K | Sell |
6,154
-1,908
| -24% | -$39.1K | 0.02% | 243 |
|
|
2016
Q3 | $172 | Buy |
8,062
+12
| +0.1% | – | 0.03% | 213 |
|
|
2016
Q2 | $175K | Buy |
8,050
+5,052
| +169% | +$110K | 0.03% | 216 |
|
|
2016
Q1 | $62K | Buy |
+2,998
| New | +$62K | 0.01% | 328 |
|