Camarda Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-506
| Closed | -$14K | – | 388 |
|
|
2019
Q2 | $14K | Hold |
506
| – | – | 0.03% | 136 |
|
|
2019
Q1 | $14K | Buy |
+506
| New | +$14K | 0.03% | 164 |
|
|
2017
Q4 | – | Sell |
-112
| Closed | -$3K | – | 217 |
|
|
2017
Q3 | $3K | Sell |
112
-122
| -52% | -$3.27K | ﹤0.01% | 199 |
|
|
2017
Q2 | $6K | Sell |
234
-2,544
| -92% | -$65.2K | 0.01% | 203 |
|
|
2017
Q1 | $77K | Sell |
2,778
-4,606
| -62% | -$128K | 0.08% | 102 |
|
|
2016
Q4 | $202K | Sell |
7,384
-8,382
| -53% | -$229K | 0.14% | 92 |
|
|
2016
Q3 | $450K | Buy |
15,766
+11,414
| +262% | +$326K | 0.27% | 74 |
|
|
2016
Q2 | $123K | Buy |
+4,352
| New | +$123K | 0.08% | 102 |
|
|
2013
Q3 | – | Sell |
-1,062
| Closed | -$29K | – | 212 |
|
|
2013
Q2 | $29K | Buy |
+1,062
| New | +$29K | 0.03% | 119 |
|