Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,102
| Closed | -$19K | – | 1987 |
|
|
2020
Q2 | $19K | Sell |
1,102
-13,838
| -93% | -$239K | ﹤0.01% | 1026 |
|
|
2020
Q1 | $274K | Sell |
14,940
-304
| -2% | -$5.58K | 0.03% | 237 |
|
|
2019
Q4 | $350K | Buy |
15,244
+14,548
| +2,090% | +$334K | 0.03% | 235 |
|
|
2019
Q3 | $16K | Buy |
696
+430
| +162% | +$9.89K | ﹤0.01% | 897 |
|
|
2019
Q2 | $6K | Sell |
266
-792
| -75% | -$17.9K | ﹤0.01% | 1163 |
|
|
2019
Q1 | $24K | Buy |
1,058
+764
| +260% | +$17.3K | ﹤0.01% | 725 |
|
|
2018
Q4 | $6K | Buy |
294
+4
| +1% | +$82 | ﹤0.01% | 1024 |
|
|
2018
Q3 | $6K | Buy |
290
+2
| +0.7% | +$41 | ﹤0.01% | 1136 |
|
|
2018
Q2 | $6K | Sell |
288
-18
| -6% | -$375 | ﹤0.01% | 1094 |
|
|
2018
Q1 | $6K | Sell |
306
-206
| -40% | -$4.04K | ﹤0.01% | 1090 |
|
|
2017
Q4 | $11K | Buy |
+512
| New | +$11K | ﹤0.01% | 814 |
|