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Slocum, Gordon & Co’s Schwab US REIT ETF SCHH Stock Holding History

Slocum, Gordon & Co’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-51
Closed -$997 – 151
2023
Q1 		$997 Buy
51
+1
+2% +$20 ﹤0.01% 133
2022
Q4 		$979 Buy
+50
New +$979 ﹤0.01% 130