Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q3
Sell
-224
Closed -$4K 415
2017
Q2
$4K Buy
224
+2
+0.9% +$36 ﹤0.01% 328
2017
Q1
$5K Hold
222
﹤0.01% 348
2016
Q4
$5K Sell
222
-642
-74% -$14.5K ﹤0.01% 390
2016
Q3
$18K Buy
+864
New +$18K 0.01% 248