Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,696
| Closed | -$225K | – | 1529 |
|
|
2024
Q3 | $225K | Buy |
+9,696
| New | +$225K | ﹤0.01% | 1286 |
|
|
2018
Q4 | – | Sell |
-5,816
| Closed | -$121K | – | 2193 |
|
|
2018
Q3 | $121K | Buy |
+5,816
| New | +$121K | 0.01% | 1039 |
|
|
2018
Q2 | – | Sell |
-9,916
| Closed | -$190K | – | 2274 |
|
|
2018
Q1 | $190K | Buy |
9,916
+4,472
| +82% | +$85.7K | 0.01% | 925 |
|
|
2017
Q4 | $113K | Buy |
+5,444
| New | +$113K | 0.01% | 1121 |
|
|
2017
Q1 | – | Sell |
-24,046
| Closed | -$493K | – | 850 |
|
|
2016
Q4 | $493K | Buy |
24,046
+7,386
| +44% | +$151K | 0.03% | 392 |
|
|
2016
Q3 | $355K | Buy |
+16,660
| New | +$355K | 0.02% | 439 |
|