Mountain Capital Investment 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
2018
Q1
Sell
-193,948
Closed -$4.04M 39
2017
Q4
$4.04M Sell
193,948
-110,624
-36% -$2.3M 3.89% 9
2017
Q3
$6.26M Sell
304,572
-38,156
-11% -$785K 5.56% 4
2017
Q2
$7.06M Buy
+342,728
New +$7.06M 6.91% 4