Baystate Wealth Management’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
Q4 | $9.49K | Hold |
362
| – | – | ﹤0.01% | 732 |
|
|
2023
Q3 | $9.18K | Hold |
362
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $9.53K | Hold |
362
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $9.75K | Hold |
362
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $9K | Hold |
362
| – | – | ﹤0.01% | 596 |
|
|
2022
Q3 | $9K | Hold |
362
| – | – | ﹤0.01% | 565 |
|
|
2022
Q2 | $10K | Sell |
362
-312
| -46% | -$8.62K | ﹤0.01% | 563 |
|
|
2022
Q1 | $20K | Buy |
674
+2
| +0.3% | +$59 | ﹤0.01% | 460 |
|
|
2021
Q4 | $21K | Buy |
672
+6
| +0.9% | +$188 | ﹤0.01% | 466 |
|
|
2021
Q3 | $21K | Buy |
666
+4
| +0.6% | +$126 | ﹤0.01% | 417 |
|
|
2021
Q2 | $21K | Buy |
662
+4
| +0.6% | +$127 | ﹤0.01% | 398 |
|
|
2021
Q1 | $20K | Buy |
+658
| New | +$20K | ﹤0.01% | 367 |
|