Impact Partnership Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,928	Closed	-$47.5K	–	596
2024 Q1	$47.5K	Hold	1,928	–	–	0.02%	331
2023 Q4	$45.5K	Sell	1,928 -50	-3%	-$1.18K	0.02%	340
2023 Q3	$41K	Buy	1,978 +1,650	+503%	+$34.2K	0.01%	425
2023 Q2	$7.2K	Buy	+328	New	+$7.2K	﹤0.01%	453