Mid Atlantic Financial Management’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
2019
Q3
Sell
-13,370
Closed -$297K 749
2019
Q2
$297K Sell
13,370
-1,546
-10% -$34.3K 0.03% 525
2019
Q1
$331K Buy
14,916
+1,994
+15% +$44.2K 0.04% 487
2018
Q4
$249K Buy
+12,922
New +$249K 0.03% 523