Providence Wealth 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
2020
Q3
Sell
-36,490
Closed -$643K 90
2020
Q2
$643K Sell
36,490
-18,306
-33% -$323K 0.66% 48
2020
Q1
$818K Buy
54,796
+4,604
+9% +$68.7K 0.99% 35
2019
Q4
$1.15M Buy
50,192
+22,602
+82% +$517K 1.06% 36
2019
Q3
$651K Buy
+27,590
New +$651K 0.58% 56