Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,393
| Closed | -$306K | – | 438 |
|
|
2022
Q3 | $306K | Sell |
16,393
-198
| -1% | -$3.7K | 0.03% | 294 |
|
|
2022
Q2 | $350K | Sell |
16,591
-2,404
| -13% | -$50.7K | 0.03% | 299 |
|
|
2022
Q1 | $473K | Sell |
18,995
-53,323
| -74% | -$1.33M | 0.04% | 259 |
|
|
2021
Q4 | $1.91M | Buy |
72,318
+53,864
| +292% | +$1.42M | 0.16% | 127 |
|
|
2021
Q3 | $421K | Buy |
18,454
+1,962
| +12% | +$44.8K | 0.04% | 207 |
|
|
2021
Q2 | $378K | Buy |
16,492
+6,610
| +67% | +$152K | 0.04% | 238 |
|
|
2021
Q1 | $203K | Buy |
+9,882
| New | +$203K | 0.02% | 308 |
|
|
2020
Q2 | – | Sell |
-172,688
| Closed | -$2.83M | – | 240 |
|
|
2020
Q1 | $2.83M | Buy |
+172,688
| New | +$2.83M | 0.53% | 60 |
|