Tevis Investment Management’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
Q4 | – | Sell |
-10,955
| Closed | -$194K | – | 91 |
|
|
2023
Q3 | $194K | Sell |
10,955
-387
| -3% | -$6.87K | 0.2% | 82 |
|
|
2023
Q2 | $222K | Sell |
11,342
-1,271
| -10% | -$24.8K | 0.22% | 84 |
|
|
2023
Q1 | $246K | Sell |
12,613
-7,947
| -39% | -$155K | 0.25% | 78 |
|
|
2022
Q4 | $397K | Buy |
+20,560
| New | +$397K | 0.42% | 64 |
|
|
2022
Q1 | – | Sell |
-24,318
| Closed | -$639K | – | 509 |
|
|
2021
Q4 | $639K | Buy |
+24,318
| New | +$639K | 0.56% | 50 |
|