WESPAC Advisors SoCal’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
2019
Q2
Sell
-1,200
Closed -$22K 256
2019
Q1
$22K Buy
+1,200
New +$22K 0.01% 169
2018
Q4
Hold
0
-$23K 184
2018
Q3
Hold
0
176