Curran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-43,712
| Closed | -$1.13M | – | 69 |
|
|
2022
Q4 | $1.13M | Sell |
43,712
-5,034
| -10% | -$130K | 0.55% | 38 |
|
|
2022
Q3 | $1.26M | Sell |
48,746
-2,586
| -5% | -$67K | 0.64% | 28 |
|
|
2022
Q2 | $1.43M | Sell |
51,332
-13,490
| -21% | -$376K | 0.68% | 30 |
|
|
2022
Q1 | $1.97M | Buy |
64,822
+29,666
| +84% | +$901K | 0.81% | 37 |
|
|
2021
Q4 | $1.11M | Buy |
+35,156
| New | +$1.11M | 0.47% | 40 |
|