FVWA
Foster Victor Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,129
| Closed | -$215K | – | 179 |
|
|
2023
Q4 | $215K | Buy |
+4,129
| New | +$215K | 0.02% | 159 |
|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$215K | – | 167 |
|
|
2023
Q1 | $215K | Sell |
4,000
-135
| -3% | -$7.26K | 0.03% | 151 |
|
|
2022
Q4 | $217K | Sell |
4,135
-154,344
| -97% | -$8.09M | 0.03% | 143 |
|
|
2022
Q3 | $8.22M | Buy |
158,479
+1,000
| +0.6% | +$51.9K | 1.2% | 34 |
|
|
2022
Q2 | $8.76M | Sell |
157,479
-3,550
| -2% | -$198K | 1.3% | 27 |
|
|
2022
Q1 | $9.57M | Buy |
161,029
+21,420
| +15% | +$1.27M | 1.31% | 28 |
|
|
2021
Q4 | $8.6M | Buy |
+139,609
| New | +$8.6M | 1.17% | 31 |
|