Heron Bay Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $425K | Buy |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $344K | Hold |
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|
2020
Q4 | $349K | Buy |
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