Market Street Wealth Management Advisors’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
2020
Q3
Sell
-24,430
Closed -$430K 43
2020
Q2
$430K Buy
24,430
+3,902
+19% +$68.7K 0.39% 34
2020
Q1
$336K Buy
+20,528
New +$336K 0.36% 36