West Financial Advisors’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 Q2	–	Sell	-90	Closed	-$2K	–	154
2021 Q1	$2K	Hold	90	–	–	﹤0.01%	146
2020 Q4	$2K	Buy	+90	New	+$2K	﹤0.01%	141