AWA
Acorn Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,439
| Closed | -$736K | – | 130 |
|
|
2019
Q1 | $736K | Hold |
13,439
| – | – | 0.66% | 31 |
|
|
2018
Q4 | $720K | Buy |
13,439
+80
| +0.6% | +$4.29K | 0.74% | 29 |
|
|
2018
Q3 | $708K | Buy |
13,359
+137
| +1% | +$7.26K | 0.7% | 33 |
|
|
2018
Q2 | $725K | Sell |
13,222
-515
| -4% | -$28.2K | 0.62% | 29 |
|
|
2018
Q1 | $751K | Buy |
13,737
+68
| +0.5% | +$3.72K | 0.65% | 28 |
|
|
2017
Q4 | $757K | Buy |
+13,669
| New | +$757K | 0.69% | 27 |
|