Atlanta Financial Associates’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
2021
Q1
$509K Hold
26,796
0.24% 37
2020
Q4
$509K Sell
26,796
-1,530
-5% -$29.1K 0.24% 37
2020
Q3
$501K Sell
28,326
-9,000
-24% -$159K 0.26% 34
2020
Q2
$657K Sell
37,326
-654
-2% -$11.5K 0.37% 23
2020
Q1
$622K Buy
+37,980
New +$622K 0.49% 20