DDD 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
Q2 | – | Sell |
-7,008
| Closed | -$213K | – | 90 |
|
|
2022
Q1 | $213K | Buy |
7,008
+30
| +0.4% | +$912 | 0.03% | 76 |
|
|
2021
Q4 | $219K | Sell |
6,978
-498
| -7% | -$15.6K | 0.03% | 79 |
|
|
2021
Q3 | $234K | Sell |
7,476
-74
| -1% | -$2.32K | 0.04% | 62 |
|
|
2021
Q2 | $236K | Sell |
7,550
-140,836
| -95% | -$4.4M | 0.04% | 61 |
|
|
2021
Q1 | $4.54M | Buy |
148,386
+12,728
| +9% | +$389K | 0.77% | 41 |
|
|
2020
Q4 | $4.21M | Buy |
+135,658
| New | +$4.21M | 0.83% | 36 |
|