Impact Partnership Wealth’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
2024
Q2
Sell
-572
Closed -$11.6K 601
2024
Q1
$11.6K Hold
572
﹤0.01% 435
2023
Q4
$11.8K Sell
572
-141
-20% -$2.92K ﹤0.01% 478
2023
Q3
$12.7K Sell
713
-170
-19% -$3.02K ﹤0.01% 553
2023
Q2
$17.2K Buy
+883
New +$17.2K 0.01% 361