My Personal CFO LLC’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
-268
Closed -$5.17K 679
2022
Q4
$5.17K Buy
+268
New +$5.17K ﹤0.01% 363