Fortune Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,762	Closed	-$320K	–	138
2023 Q4	$320K	Sell	12,762 -1,464	-10%	-$36.8K	0.22%	96
2023 Q3	$321K	Buy	14,226 +885	+7%	+$20K	0.25%	91
2023 Q2	$316K	Buy	+13,341	New	+$316K	0.24%	89