Ten Capital Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-96
| Closed | -$1.88K | – | 467 |
|
2023
Q1 | $1.88K | Hold |
96
| – | – | ﹤0.01% | 463 |
|
2022
Q4 | $1.86K | Hold |
96
| – | – | ﹤0.01% | 439 |
|
2022
Q3 | $2K | Hold |
96
| – | – | ﹤0.01% | 491 |
|
2022
Q2 | $2K | Hold |
96
| – | – | ﹤0.01% | 402 |
|
2022
Q1 | $2K | Buy |
96
+82
| +586% | +$1.71K | ﹤0.01% | 431 |
|
2021
Q4 | $0 | Sell |
14
-72
| -84% | – | ﹤0.01% | 510 |
|
2021
Q3 | $2K | Sell |
86
-604
| -88% | -$14K | ﹤0.01% | 369 |
|
2021
Q2 | $16K | Buy |
+690
| New | +$16K | ﹤0.01% | 264 |
|