SWM
Sugarloaf Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,162
| Closed | -$26.9K | – | 710 |
|
|
2024
Q3 | $26.9K | Hold |
1,162
| – | – | 0.01% | 373 |
|
|
2024
Q2 | $23.2K | Hold |
1,162
| – | – | ﹤0.01% | 378 |
|
|
2024
Q1 | $23.6K | Hold |
1,162
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $24.1K | Hold |
1,162
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $20.6K | Hold |
1,162
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $22.7K | Hold |
1,162
| – | – | 0.01% | 372 |
|
|
2023
Q1 | $22.7K | Hold |
1,162
| – | – | 0.01% | 379 |
|
|
2022
Q4 | $22.4K | Hold |
1,162
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $22K | Hold |
1,162
| – | – | 0.01% | 410 |
|
|
2022
Q2 | $25K | Hold |
1,162
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $29K | Buy |
1,162
+581
| +100% | +$14.5K | 0.01% | 349 |
|
|
2021
Q4 | $31K | Hold |
581
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $27K | Hold |
581
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $27K | Sell |
581
-887
| -60% | -$41.2K | 0.01% | 367 |
|
|
2021
Q1 | $24 | Buy |
1,468
+887
| +153% | +$15 | 0.01% | 377 |
|
|
2020
Q4 | $22K | Hold |
581
| – | – | 0.01% | 366 |
|
|
2020
Q3 | $21K | Hold |
581
| – | – | 0.01% | 349 |
|
|
2020
Q2 | $19K | Hold |
581
| – | – | 0.01% | 360 |
|
|
2020
Q1 | $19K | Hold |
581
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $27K | Buy |
+581
| New | +$27K | 0.01% | 331 |
|