Vestor Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,108
| Closed | -$72K | – | 280 |
|
|
2024
Q3 | $72K | Hold |
3,108
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $62K | Hold |
3,108
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $63K | Hold |
3,108
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $64K | Sell |
3,108
-80
| -3% | -$1.65K | 0.01% | 196 |
|
|
2023
Q3 | $57K | Buy |
+3,188
| New | +$57K | 0.01% | 211 |
|
|
2023
Q2 | – | Sell |
-3,108
| Closed | -$61K | – | 278 |
|
|
2023
Q1 | $61K | Hold |
3,108
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $60K | Hold |
3,108
| – | – | 0.01% | 204 |
|
|
2022
Q3 | $58K | Hold |
3,108
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $66K | Hold |
3,108
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $77K | Buy |
+3,108
| New | +$77K | 0.01% | 167 |
|