Sonora Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$38K	Buy	+1,500	New	+$38K	﹤0.01%	484
2019 Q2	–	Sell	-822	Closed	-$15K	–	1732
2019 Q1	$15K	Sell	822 -819	-50%	-$14.9K	﹤0.01%	886
2018 Q4	$26K	Hold	1,641	–	–	﹤0.01%	538
2018 Q3	$32K	Buy	+1,641	New	+$32K	﹤0.01%	497