Transform Wealth’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
2017 Q1	–	Sell	-11,110	Closed	-$228K	–	227
2016 Q4	$228K	Sell	11,110 -8,920	-45%	-$183K	0.09%	193
2016 Q3	$427K	Hold	20,030	–	–	0.18%	149
2016 Q2	$435K	Buy	+20,030	New	+$435K	0.18%	149