Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,810
| Closed | -$151K | – | 595 |
|
|
2022
Q4 | $151K | Buy |
7,810
+70
| +0.9% | +$1.35K | 0.09% | 160 |
|
|
2022
Q3 | $145K | Sell |
7,740
-2,951
| -28% | -$55.3K | 0.09% | 159 |
|
|
2022
Q2 | $225K | Sell |
10,691
-1,991
| -16% | -$41.9K | 0.14% | 125 |
|
|
2022
Q1 | $316K | Buy |
12,682
+2,070
| +20% | +$51.6K | 0.16% | 114 |
|
|
2021
Q4 | $280K | Buy |
+10,612
| New | +$280K | 0.14% | 126 |
|