U.S. Capital 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
2023
Q2
Sell
-11,706
Closed -$228K 686
2023
Q1
$228K Sell
11,706
-5,111
-30% -$99.7K 0.01% 587
2022
Q4
$324K Buy
+16,817
New +$324K 0.02% 520