WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,206
| Closed | -$204K | – | 291 |
|
|
2024
Q2 | $204K | Buy |
+10,206
| New | +$204K | 0.02% | 288 |
|
|
2024
Q1 | – | Sell |
-9,684
| Closed | -$201K | – | 339 |
|
|
2023
Q4 | $201K | Buy |
+9,684
| New | +$201K | 0.02% | 308 |
|
|
2023
Q3 | – | Sell |
-7,514
| Closed | -$147K | – | 995 |
|
|
2023
Q2 | $147K | Buy |
7,514
+188
| +3% | +$3.67K | 0.02% | 339 |
|
|
2023
Q1 | $143K | Buy |
+7,326
| New | +$143K | 0.02% | 358 |
|