MinichMacGregor Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-100
Closed -$2K 499
2016
Q3
$2K Hold
100
﹤0.01% 383
2016
Q2
$2K Hold
100
﹤0.01% 370
2016
Q1
$2K Sell
100
-90
-47% -$1.8K ﹤0.01% 361
2015
Q4
$3K Buy
+190
New +$3K ﹤0.01% 316