JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54
| Closed | -$2K | – | 746 |
|
|
2022
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 665 |
|
|
2022
Q1 | – | Sell |
-212
| Closed | -$7K | – | 821 |
|
|
2021
Q4 | $7K | Buy |
+212
| New | +$7K | ﹤0.01% | 563 |
|
|
2018
Q4 | – | Sell |
-360
| Closed | -$10K | – | 700 |
|
|
2018
Q3 | $10K | Buy |
+360
| New | +$10K | ﹤0.01% | 383 |
|
|
2016
Q4 | – | Sell |
-1,102
| Closed | -$31K | – | 1185 |
|
|
2016
Q3 | $31K | Buy |
+1,102
| New | +$31K | ﹤0.01% | 674 |
|