BA
Bennicas & Associates’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.01M | Sell |
19,427
-7,637
| -28% | -$396K | 0.58% | 53 |
|
|
2022
Q3 | $1.4M | Sell |
27,064
-400
| -1% | -$20.7K | 0.89% | 40 |
|
|
2022
Q2 | $1.53M | Buy |
27,464
+4,274
| +18% | +$238K | 0.89% | 42 |
|
|
2022
Q1 | $1.41M | Hold |
23,190
| – | – | 0.71% | 49 |
|
|
2021
Q4 | $1.46M | Hold |
23,190
| – | – | 0.76% | 44 |
|
|
2021
Q3 | $1.45M | Hold |
23,190
| – | – | 0.82% | 43 |
|
|
2021
Q2 | $1.45M | Hold |
23,190
| – | – | 0.8% | 45 |
|
|
2021
Q1 | $1.42M | Sell |
23,190
-1,500
| -6% | -$91.7K | 0.81% | 44 |
|
|
2020
Q4 | $1.53M | Hold |
24,690
| – | – | 0.89% | 39 |
|
|
2020
Q3 | $1.52M | Buy |
+24,690
| New | +$1.52M | 0.95% | 35 |
|