KFS
Kaizen Financial Strategies’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,236
| Closed | -$275K | – | 117 |
|
|
2022
Q4 | $275K | Buy |
+5,236
| New | +$275K | 0.27% | 80 |
|
|
2022
Q3 | – | Sell |
-23,258
| Closed | -$1.3M | – | 133 |
|
|
2022
Q2 | $1.3M | Sell |
23,258
-9,464
| -29% | -$528K | 1.28% | 23 |
|
|
2022
Q1 | $1.99M | Sell |
32,722
-11,172
| -25% | -$678K | 1.56% | 18 |
|
|
2021
Q4 | $2.76M | Buy |
43,894
+2,109
| +5% | +$133K | 2.07% | 11 |
|
|
2021
Q3 | $2.62M | Buy |
+41,785
| New | +$2.62M | 2.11% | 9 |
|
|
2021
Q1 | $1.57M | Buy |
+25,589
| New | +$1.57M | 1.49% | 15 |
|