Aspire Wealth Management’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
Q3
Sell
-8,756
Closed -$171K 195
2023
Q2
$171K Hold
8,756
0.13% 93
2023
Q1
$171K Sell
8,756
-3,025
-26% -$59K 0.14% 90
2022
Q4
$227K Hold
11,781
0.2% 77
2022
Q3
$220K Buy
+11,781
New +$220K 0.21% 76