Fort Point Capital 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
Q4 | – | Sell |
-78,912
| Closed | -$2.04M | – | 268 |
|
|
2022
Q3 | $2.04M | Buy |
78,912
+54,528
| +224% | +$1.41M | 0.34% | 55 |
|
|
2022
Q2 | $680K | Sell |
24,384
-54,778
| -69% | -$1.53M | 0.11% | 122 |
|
|
2022
Q1 | $2.4M | Buy |
79,162
+66,418
| +521% | +$2.02M | 0.34% | 57 |
|
|
2021
Q4 | $401K | Buy |
+12,744
| New | +$401K | 0.05% | 184 |
|
|
2017
Q1 | – | Sell |
-8,000
| Closed | -$221K | – | 116 |
|
|
2016
Q4 | $221K | Buy |
+8,000
| New | +$221K | 0.12% | 94 |
|