Aurora Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-262,000
| Closed | -$6.79M | – | 173 |
|
|
2022
Q3 | $6.79M | Buy |
262,000
+33,028
| +14% | +$855K | 3.14% | 7 |
|
|
2022
Q2 | $6.39M | Sell |
228,972
-73,938
| -24% | -$2.06M | 2.88% | 8 |
|
|
2022
Q1 | $9.2M | Buy |
302,910
+121,582
| +67% | +$3.69M | 3.79% | 5 |
|
|
2021
Q4 | $5.7M | Buy |
181,328
+98,124
| +118% | +$3.09M | 2.47% | 8 |
|
|
2021
Q3 | $2.6M | Buy |
83,204
+8,208
| +11% | +$257K | 1.06% | 18 |
|
|
2021
Q2 | $2.34M | Buy |
+74,996
| New | +$2.34M | 0.94% | 18 |
|