SIG
Spinnaker Investment Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36,674
| Closed | -$707K | – | 89 |
|
|
2022
Q4 | $707K | Sell |
36,674
-1,991
| -5% | -$38.4K | 0.25% | 33 |
|
|
2022
Q3 | $723K | Buy |
38,665
+4,543
| +13% | +$85K | 0.28% | 30 |
|
|
2022
Q2 | $720K | Sell |
34,122
-27,361
| -45% | -$577K | 0.29% | 28 |
|
|
2022
Q1 | $1.56M | Sell |
61,483
-52,079
| -46% | -$1.32M | 0.51% | 25 |
|
|
2021
Q4 | $5.53M | Buy |
+113,562
| New | +$5.53M | 1.94% | 15 |
|