Glassman Wealth Services’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
Q2 | – | Sell |
-1,112
| Closed | -$29.8K | – | 1996 |
|
2023
Q1 | $29.8K | Buy |
1,112
+1,108
| +27,700% | +$29.7K | 0.01% | 532 |
|
2022
Q4 | $104 | Buy |
+4
| New | +$104 | ﹤0.01% | 1884 |
|
2022
Q1 | – | Sell |
-542
| Closed | -$17K | – | 1910 |
|
2021
Q4 | $17K | Buy |
542
+468
| +632% | +$14.7K | ﹤0.01% | 661 |
|
2021
Q3 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 1215 |
|