Good Life 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-8,008
| Closed | -$207K | – | 409 |
|
2022
Q4 | $207K | Sell |
8,008
-2,226
| -22% | -$57.7K | 0.03% | 327 |
|
2022
Q3 | $265K | Sell |
10,234
-1,018
| -9% | -$26.4K | 0.04% | 272 |
|
2022
Q2 | $314K | Buy |
11,252
+44
| +0.4% | +$1.23K | 0.04% | 256 |
|
2022
Q1 | $340K | Buy |
11,208
+4,810
| +75% | +$146K | 0.04% | 265 |
|
2021
Q4 | $201K | Buy |
+6,398
| New | +$201K | 0.02% | 373 |
|