Laurel Wealth Planning’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
2023
Q1
Sell
-1,440
Closed -$27.8K 171
2022
Q4
$27.8K Hold
1,440
0.02% 118
2022
Q3
$27K Hold
1,440
0.02% 118
2022
Q2
$30K Buy
+1,440
New +$30K 0.02% 125