Belmont Capital’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 | – | Sell |
-172
| Closed | -$4.34K | – | 175 |
|
|
2023
Q3 | $4.34K | Hold |
172
| – | – | ﹤0.01% | 154 |
|
|
2023
Q2 | $4.51K | Hold |
172
| – | – | ﹤0.01% | 163 |
|
|
2023
Q1 | $4.61K | Hold |
172
| – | – | ﹤0.01% | 117 |
|
|
2022
Q4 | $4K | Hold |
172
| – | – | ﹤0.01% | 120 |
|
|
2022
Q3 | $4K | Buy |
+172
| New | +$4K | ﹤0.01% | 111 |
|
|
2022
Q1 | – | Sell |
-1,112
| Closed | -$35K | – | 78 |
|
|
2021
Q4 | $35K | Hold |
1,112
| – | – | 0.03% | 34 |
|
|
2021
Q3 | $35K | Buy |
1,112
+368
| +49% | +$11.6K | 0.03% | 37 |
|
|
2021
Q2 | $23K | Sell |
744
-14
| -2% | -$433 | 0.02% | 40 |
|
|
2021
Q1 | $23K | Buy |
758
+188
| +33% | +$5.7K | 0.03% | 35 |
|
|
2020
Q4 | $18K | Sell |
570
-1,122
| -66% | -$35.4K | 0.01% | 42 |
|
|
2020
Q3 | $52K | Buy |
1,692
+190
| +13% | +$5.84K | 0.02% | 20 |
|
|
2020
Q2 | $45K | Buy |
+1,502
| New | +$45K | 0.03% | 22 |
|