JWM
Jeppson Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,487
| Closed | -$284K | – | 211 |
|
|
2022
Q3 | $284K | Sell |
5,487
-8,563
| -61% | -$443K | 0.13% | 145 |
|
|
2022
Q2 | $784K | Sell |
14,050
-88,807
| -86% | -$4.96M | 0.34% | 69 |
|
|
2022
Q1 | $6.24M | Sell |
102,857
-116,733
| -53% | -$7.09M | 2.91% | 5 |
|
|
2021
Q4 | $13.8M | Buy |
219,590
+152,990
| +230% | +$9.62M | 6.66% | 3 |
|
|
2021
Q3 | $4.17M | Buy |
66,600
+1,850
| +3% | +$116K | 2.17% | 7 |
|
|
2021
Q2 | $4.05M | Sell |
64,750
-11,400
| -15% | -$713K | 2.21% | 6 |
|
|
2021
Q1 | $4.66M | Sell |
76,150
-44,881
| -37% | -$2.74M | 2.77% | 5 |
|
|
2020
Q4 | $7.51M | Buy |
121,031
+104,346
| +625% | +$6.48M | 5% | 3 |
|
|
2020
Q3 | $1.03M | Buy |
+16,685
| New | +$1.03M | 0.81% | 28 |
|