SWA
Sutton Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.22K | Sell |
407
-320
| -44% | -$5.68K | ﹤0.01% | 525 |
|
|
2023
Q2 | $14.2K | Buy |
727
+42
| +6% | +$820 | 0.01% | 399 |
|
|
2023
Q1 | $13.4K | Buy |
685
+121
| +21% | +$2.36K | 0.01% | 364 |
|
|
2022
Q4 | $10.9K | Buy |
564
+370
| +191% | +$7.14K | ﹤0.01% | 914 |
|
|
2022
Q3 | $3.63K | Hold |
194
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q2 | $4.09K | Hold |
194
| – | – | ﹤0.01% | 1094 |
|
|
2022
Q1 | $4.83K | Buy |
194
+97
| +100% | +$2.42K | ﹤0.01% | 1089 |
|
|
2021
Q4 | $5.11K | Hold |
97
| – | – | ﹤0.01% | 1067 |
|
|
2021
Q3 | $4.43K | Sell |
97
-4
| -4% | -$183 | ﹤0.01% | 1071 |
|
|
2021
Q2 | $4.63K | Buy |
101
+1
| +1% | +$46 | ﹤0.01% | 1055 |
|
|
2021
Q1 | $4.11K | Buy |
100
+2
| +2% | +$82 | ﹤0.01% | 1044 |
|
|
2020
Q4 | $3.72K | Buy |
98
+3
| +3% | +$114 | ﹤0.01% | 1023 |
|
|
2020
Q3 | $3.36K | Sell |
95
-17
| -15% | -$601 | ﹤0.01% | 1007 |
|
|
2020
Q2 | $3.95K | Sell |
112
-202
| -64% | -$7.12K | ﹤0.01% | 967 |
|
|
2020
Q1 | $10.3K | Sell |
314
-1,804
| -85% | -$59.1K | 0.01% | 645 |
|
|
2019
Q4 | $97.3K | Buy |
2,118
+37
| +2% | +$1.7K | 0.05% | 217 |
|
|
2019
Q3 | $98.2K | Buy |
2,081
+580
| +39% | +$27.4K | 0.05% | 210 |
|
|
2019
Q2 | $66.7K | Sell |
1,501
-5
| -0.3% | -$222 | 0.04% | 246 |
|
|
2019
Q1 | $66.9K | Sell |
1,506
-724
| -32% | -$32.2K | 0.04% | 248 |
|
|
2018
Q4 | $85.9K | Sell |
2,230
-1,094
| -33% | -$42.1K | 0.06% | 210 |
|
|
2018
Q3 | $139K | Sell |
3,324
-20
| -0.6% | -$835 | 0.09% | 167 |
|
|
2018
Q2 | $140K | Buy |
3,344
+101
| +3% | +$4.22K | 0.1% | 164 |
|
|
2018
Q1 | $124K | Buy |
3,243
+940
| +41% | +$36K | 0.09% | 173 |
|
|
2017
Q4 | $95.9K | Sell |
2,303
-954
| -29% | -$39.7K | 0.07% | 200 |
|
|
2017
Q3 | $134K | Buy |
3,257
+17
| +0.5% | +$699 | 0.1% | 165 |
|
|
2017
Q2 | $134K | Buy |
3,240
+36
| +1% | +$1.48K | 0.11% | 164 |
|
|
2017
Q1 | $131K | Buy |
3,204
+73
| +2% | +$2.98K | 0.11% | 157 |
|
|
2016
Q4 | $128K | Buy |
3,131
+1,004
| +47% | +$41.2K | 0.12% | 155 |
|
|
2016
Q3 | $90.7K | Buy |
2,127
+33
| +2% | +$1.41K | 0.08% | 190 |
|
|
2016
Q2 | $91K | Buy |
2,094
+89
| +4% | +$3.87K | 0.09% | 186 |
|
|
2016
Q1 | $83K | Buy |
+2,005
| New | +$83K | 0.08% | 196 |
|