WP
WMS Partners’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,158
| Closed | -$267K | – | 279 |
|
|
2024
Q1 | $267K | Hold |
13,158
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $273K | Sell |
13,158
-27,182
| -67% | -$563K | 0.02% | 218 |
|
|
2023
Q3 | $716K | Sell |
40,340
-1,246
| -3% | -$22.1K | 0.06% | 119 |
|
|
2023
Q2 | $812K | Sell |
41,586
-7,788
| -16% | -$152K | 0.06% | 115 |
|
|
2023
Q1 | $963K | Sell |
49,374
-710
| -1% | -$13.8K | 0.08% | 98 |
|
|
2022
Q4 | $966K | Buy |
50,084
+35,194
| +236% | +$679K | 0.1% | 98 |
|
|
2022
Q3 | $278K | Buy |
+14,890
| New | +$278K | 0.04% | 193 |
|