Halpern Financial’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
2022
Q2
Sell
-66
Closed -$1.64K 343
2022
Q1
$1.64K Hold
66
﹤0.01% 205
2021
Q4
$1.74K Buy
+66
New +$1.74K ﹤0.01% 227
2020
Q1
Sell
-2,872
Closed -$66K 187
2019
Q4
$66K Buy
+2,872
New +$66K 0.05% 52