Peachtree 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
2015
Q3
Sell
-1,020
Closed -$19K 220
2015
Q2
$19K Sell
1,020
-500
-33% -$9.31K 0.01% 232
2015
Q1
$31K Hold
1,520
0.02% 219
2014
Q4
$30K Buy
1,520
+140
+10% +$2.76K 0.02% 231
2014
Q3
$24K Buy
+1,380
New +$24K 0.02% 255