Clarus Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-600
| Closed | -$17K | – | 695 |
|
|
2019
Q1 | $17K | Hold |
600
| – | – | 0.01% | 449 |
|
|
2018
Q4 | $16K | Sell |
600
-200
| -25% | -$5.33K | 0.03% | 435 |
|
|
2018
Q3 | $22K | Sell |
800
-200
| -20% | -$5.5K | 0.01% | 420 |
|
|
2018
Q2 | $27K | Buy |
+1,000
| New | +$27K | 0.02% | 379 |
|