New England Capital Financial 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
2023
Q2
Sell
-1,244
Closed -$24.3K 431
2023
Q1
$24.3K Hold
1,244
0.02% 164
2022
Q4
$25.4K Buy
+1,244
New +$25.4K 0.02% 162