Tilia Fiduciary Partners’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
Q3 | – | Sell |
-56
| Closed | -$1.09K | – | 410 |
|
|
2023
Q2 | $1.09K | Buy |
56
+1
| +2% | +$19 | ﹤0.01% | 496 |
|
|
2023
Q1 | $1.08K | Hold |
55
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $1.06K | Sell |
55
-152
| -73% | -$2.94K | ﹤0.01% | 475 |
|
|
2022
Q3 | $4K | Sell |
207
-3
| -1% | -$58 | ﹤0.01% | 444 |
|
|
2022
Q2 | $4K | Sell |
210
-1
| -0.5% | -$19 | ﹤0.01% | 457 |
|
|
2022
Q1 | $5K | Buy |
211
+25
| +13% | +$592 | ﹤0.01% | 460 |
|
|
2021
Q4 | $5K | Buy |
+186
| New | +$5K | ﹤0.01% | 482 |
|