BIP
Blueprint Investment Partners’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-81,687
| Closed | -$3.23M | – | 217 |
|
|
2023
Q1 | $3.23M | Buy |
81,687
+928
| +1% | +$36.7K | 0.74% | 38 |
|
|
2022
Q4 | $2.98M | Hold |
80,759
| – | – | 0.63% | 35 |
|
|
2022
Q3 | $2.8M | Hold |
80,759
| – | – | 0.76% | 26 |
|
|
2022
Q2 | $2.94M | Buy |
80,759
+1,856
| +2% | +$67.7K | 0.79% | 24 |
|
|
2022
Q1 | $3.47M | Sell |
78,903
-6,879
| -8% | -$303K | 0.89% | 27 |
|
|
2021
Q4 | $4M | Buy |
+85,782
| New | +$4M | 0.98% | 26 |
|