IAM
Integre Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $434K | Buy |
7,670
+90
| +1% | +$5.09K | 0.25% | 61 |
|
|
2019
Q3 | $430K | Sell |
7,580
-39
| -0.5% | -$2.21K | 0.26% | 63 |
|
|
2019
Q2 | $429K | Buy |
7,619
+7
| +0.1% | +$394 | 0.25% | 67 |
|
|
2019
Q1 | $419K | Buy |
7,612
+1,584
| +26% | +$87.2K | 0.25% | 66 |
|
|
2018
Q4 | $321K | Hold |
6,028
| – | – | 0.23% | 64 |
|
|
2018
Q3 | $325K | Sell |
6,028
-840
| -12% | -$45.3K | 0.19% | 70 |
|
|
2018
Q2 | $377K | Buy |
+6,868
| New | +$377K | 0.24% | 64 |
|