CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,116
| Closed | -$264K | – | 167 |
|
|
2023
Q4 | $264K | Hold |
10,116
| – | – | 0.08% | 131 |
|
|
2023
Q3 | $255K | Hold |
10,116
| – | – | 0.09% | 123 |
|
|
2023
Q2 | $265K | Hold |
10,116
| – | – | 0.09% | 124 |
|
|
2023
Q1 | $271K | Buy |
10,116
+68
| +0.7% | +$1.82K | 0.1% | 124 |
|
|
2022
Q4 | $260K | Buy |
+10,048
| New | +$260K | 0.11% | 124 |
|