Capital Advisory Group Advisory Services’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
2020
Q2
Sell
-402
Closed -$12K 502
2020
Q1
$12K Sell
402
-7,500
-95% -$224K 0.01% 219
2019
Q4
$223K Buy
7,902
+402
+5% +$11.3K 0.12% 97
2019
Q3
$213K Hold
7,500
0.14% 69
2019
Q2
$211K Buy
+7,500
New +$211K 0.14% 70