Catalyst Private Wealth’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
Q2
Sell
-18,286
Closed -$357K 74
2023
Q1
$357K Hold
18,286
0.25% 58
2022
Q4
$353K Buy
+18,286
New +$353K 0.29% 56
2020
Q4
Sell
-324
Closed -$6K 239
2020
Q3
$6K Buy
+324
New +$6K 0.01% 233