Balboa Wealth 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
Q3
Sell
-13,326
Closed -$349K 315
2023
Q2
$349K Sell
13,326
-276
-2% -$7.24K 0.12% 145
2023
Q1
$365K Hold
13,602
0.14% 138
2022
Q4
$352K Buy
13,602
+148
+1% +$3.83K 0.16% 141
2022
Q3
$348K Buy
+13,454
New +$348K 0.15% 122