Sowell Financial Services’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
Q2 | – | Sell |
-23,164
| Closed | -$504K | – | 2312 |
|
|
2021
Q1 | $504K | Buy |
23,164
+9,668
| +72% | +$210K | 0.02% | 638 |
|
|
2020
Q4 | $256K | Sell |
13,496
-11,416
| -46% | -$217K | 0.01% | 755 |
|
|
2020
Q3 | $441K | Sell |
24,912
-5,996
| -19% | -$106K | 0.02% | 500 |
|
|
2020
Q2 | $544K | Buy |
30,908
+20,014
| +184% | +$352K | 0.03% | 431 |
|
|
2020
Q1 | $178K | Buy |
10,894
+1,140
| +12% | +$18.6K | 0.01% | 681 |
|
|
2019
Q4 | $224K | Sell |
9,754
-2,436
| -20% | -$55.9K | 0.02% | 670 |
|
|
2019
Q3 | $288K | Buy |
+12,190
| New | +$288K | 0.02% | 547 |
|