Ahrens Investment Partners’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $220K | Sell |
8,208
-5,756
| -41% | -$154K | 0.11% | 130 |
|
|
2022
Q4 | $362K | Sell |
13,964
-11,896
| -46% | -$308K | 0.16% | 103 |
|
|
2022
Q3 | $670K | Buy |
25,860
+486
| +2% | +$12.6K | 0.35% | 59 |
|
|
2022
Q2 | $708K | Sell |
25,374
-13,892
| -35% | -$388K | 0.31% | 70 |
|
|
2022
Q1 | $1.19M | Buy |
39,266
+8,152
| +26% | +$247K | 0.38% | 58 |
|
|
2021
Q4 | $978K | Buy |
31,114
+4,218
| +16% | +$133K | 0.43% | 50 |
|
|
2021
Q3 | $842K | Buy |
26,896
+1,704
| +7% | +$53.3K | 0.4% | 73 |
|
|
2021
Q2 | $787K | Buy |
25,192
+8,840
| +54% | +$276K | 0.36% | 75 |
|
|
2021
Q1 | $500K | Buy |
16,352
+8,120
| +99% | +$248K | 0.25% | 107 |
|
|
2020
Q4 | $256K | Buy |
8,232
+242
| +3% | +$7.53K | 0.14% | 142 |
|
|
2020
Q3 | $246K | Buy |
+7,990
| New | +$246K | 0.16% | 128 |
|