West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 189 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 160 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 182 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 171 |
|
|
2021
Q3 | $1K | Sell |
50
-34
| -40% | -$680 | ﹤0.01% | 150 |
|
|
2021
Q2 | $2K | Sell |
84
-24
| -22% | -$571 | ﹤0.01% | 140 |
|
|
2021
Q1 | $2K | Sell |
108
-606
| -85% | -$11.2K | ﹤0.01% | 145 |
|
|
2020
Q4 | $14K | Buy |
+714
| New | +$14K | 0.01% | 118 |
|