Capasso Planning Partners’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
2022
Q3
Sell
-20,560
Closed -$574K 95
2022
Q2
$574K Buy
20,560
+194
+1% +$5.42K 0.41% 43
2022
Q1
$618K Hold
20,366
0.44% 44
2021
Q4
$640K Buy
+20,366
New +$640K 0.47% 41