APWA
Atlas Private Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Hold |
0
| – | – | – | 604 |
|
2021
Q3 | – | Sell |
-7
| Closed | – | – | 801 |
|
2021
Q2 | $0 | Sell |
7
-178
| -96% | – | ﹤0.01% | 909 |
|
2021
Q1 | $11K | Hold |
185
| – | – | 0.01% | 484 |
|
2020
Q4 | $11K | Buy |
+185
| New | +$11K | 0.01% | 415 |
|
2020
Q3 | – | Sell |
-300
| Closed | -$18K | – | 715 |
|
2020
Q2 | $18K | Buy |
+300
| New | +$18K | 0.02% | 332 |
|