BWM
BerganKDV Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-56
| Closed | -$2.9K | – | 1112 |
|
|
2022
Q4 | $2.9K | Buy |
+56
| New | +$2.9K | ﹤0.01% | 758 |
|
|
2022
Q1 | – | Sell |
-117
| Closed | -$7K | – | 1093 |
|
|
2021
Q4 | $7K | Sell |
117
-501
| -81% | -$30K | ﹤0.01% | 734 |
|
|
2021
Q3 | $39K | Buy |
+618
| New | +$39K | ﹤0.01% | 435 |
|
|
2021
Q1 | – | Sell |
-556
| Closed | -$35K | – | 985 |
|
|
2020
Q4 | $35K | Buy |
+556
| New | +$35K | ﹤0.01% | 399 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1074 |
|
|
2020
Q1 | $1K | Sell |
10
-252
| -96% | -$25.2K | ﹤0.01% | 875 |
|
|
2019
Q4 | $15K | Buy |
+262
| New | +$15K | ﹤0.01% | 488 |
|