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IBEX Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

IBEX Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-53,541
Closed -$2.46M – 111
2019
Q4 		$2.46M Buy
+53,541
New +$2.46M 0.75% 57