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GoalVest Advisory’s Schwab US REIT ETF SCHH Stock Holding History

GoalVest Advisory’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-135
Closed -$2.63K – 416
2023
Q1 		$2.63K Buy
+135
New +$2.63K ﹤0.01% 219