Elevated Capital Advisors’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
2021
Q1
Sell
-65,694
Closed -$2.04M 171
2020
Q4
$2.04M Buy
65,694
+8,028
+14% +$249K 0.88% 33
2020
Q3
$1.75M Buy
57,666
+8,150
+16% +$248K 0.82% 33
2020
Q2
$1.53M Buy
+49,516
New +$1.53M 0.72% 41