IAG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-240
| Closed | -$6.43K | – | 489 |
|
|
2023
Q1 | $6.43K | Sell |
240
-1,700
| -88% | -$45.6K | ﹤0.01% | 362 |
|
|
2022
Q4 | $50.2K | Buy |
+1,940
| New | +$50.2K | 0.01% | 142 |
|
|
2022
Q3 | – | Sell |
-576
| Closed | -$16K | – | 472 |
|
|
2022
Q2 | $16K | Hold |
576
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $17K | Buy |
+576
| New | +$17K | 0.01% | 240 |
|