AWM
Aspire Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-90
| Closed | -$4.68K | – | 194 |
|
|
2023
Q4 | $4.68K | Hold |
90
| – | – | ﹤0.01% | 167 |
|
|
2023
Q3 | $4.53K | Sell |
90
-141
| -61% | -$7.09K | ﹤0.01% | 165 |
|
|
2023
Q2 | $12.1K | Buy |
231
+17
| +8% | +$890 | 0.01% | 159 |
|
|
2023
Q1 | $11.5K | Sell |
214
-2,793
| -93% | -$149K | 0.01% | 157 |
|
|
2022
Q4 | $156K | Sell |
3,007
-57
| -2% | -$2.95K | 0.14% | 94 |
|
|
2022
Q3 | $159K | Buy |
3,064
+930
| +44% | +$48.3K | 0.15% | 86 |
|
|
2022
Q2 | $119K | Buy |
2,134
+94
| +5% | +$5.24K | 0.11% | 95 |
|
|
2022
Q1 | $124K | Buy |
2,040
+106
| +5% | +$6.44K | 0.1% | 97 |
|
|
2021
Q4 | $122K | Buy |
+1,934
| New | +$122K | 0.1% | 101 |
|