Slow Capital’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
Q1 | – | Sell |
-46,464
| Closed | -$1.22M | – | 172 |
|
2021
Q4 | $1.22M | Buy |
46,464
+17,604
| +61% | +$464K | 0.21% | 120 |
|
2021
Q3 | $659K | Buy |
+28,860
| New | +$659K | 0.12% | 137 |
|
2020
Q1 | – | Sell |
-15,876
| Closed | -$365K | – | 189 |
|
2019
Q4 | $365K | Sell |
15,876
-92
| -0.6% | -$2.12K | 0.11% | 164 |
|
2019
Q3 | $377K | Sell |
15,968
-2,134
| -12% | -$50.4K | 0.13% | 140 |
|
2019
Q2 | $402K | Sell |
18,102
-482
| -3% | -$10.7K | 0.17% | 137 |
|
2019
Q1 | $413K | Sell |
18,584
-632
| -3% | -$14K | 0.16% | 136 |
|
2018
Q4 | $370K | Buy |
19,216
+1,154
| +6% | +$22.2K | 0.18% | 126 |
|
2018
Q3 | $377K | Buy |
18,062
+1,904
| +12% | +$39.7K | 0.17% | 132 |
|
2018
Q2 | $338K | Sell |
16,158
-3,074
| -16% | -$64.3K | 0.17% | 126 |
|
2018
Q1 | $368K | Buy |
+19,232
| New | +$368K | 0.17% | 129 |
|