Sutton Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.22K | Sell |
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|
2023
Q2 | $14.2K | Buy |
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|
2023
Q1 | $13.4K | Buy |
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|
2022
Q4 | $10.9K | Buy |
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|
2022
Q3 | $3.63K | Hold |
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|
2022
Q2 | $4.09K | Hold |
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|
2022
Q1 | $4.83K | Hold |
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|
2021
Q4 | $5.11K | Hold |
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|
2021
Q3 | $4.43K | Sell |
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|
2021
Q2 | $4.63K | Buy |
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|
2021
Q1 | $4.11K | Buy |
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|
2020
Q4 | $3.72K | Buy |
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|
2020
Q3 | $3.36K | Sell |
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|
2020
Q2 | $3.95K | Sell |
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|
2020
Q1 | $10.3K | Sell |
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|
2019
Q4 | $97.3K | Buy |
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|
2019
Q3 | $98.2K | Buy |
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|
2019
Q2 | $66.7K | Sell |
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|
2019
Q1 | $66.9K | Sell |
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|
2018
Q4 | $85.9K | Sell |
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|
2018
Q3 | $139K | Sell |
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|
2018
Q2 | $140K | Buy |
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|
2018
Q1 | $124K | Buy |
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|
2017
Q4 | $95.9K | Sell |
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|
2017
Q3 | $134K | Buy |
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|
2017
Q2 | $134K | Buy |
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|
2017
Q1 | $131K | Buy |
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|
2016
Q4 | $128K | Buy |
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|
2016
Q3 | $90.7K | Buy |
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|
2016
Q2 | $91K | Buy |
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|
2016
Q1 | $83K | Buy |
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