Keystone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $17.1M | Buy |
562,996
+68,756
| +14% | +$2.09M | 7.98% | 7 |
|
|
2021
Q4 | $15.5M | Buy |
494,240
+19,618
| +4% | +$617K | 6.86% | 7 |
|
|
2021
Q3 | $14.9M | Buy |
474,622
+27,030
| +6% | +$846K | 8.19% | 6 |
|
|
2021
Q2 | $14M | Sell |
447,592
-134
| -0% | -$4.19K | 8.35% | 6 |
|
|
2021
Q1 | $13.7M | Buy |
447,726
+95,502
| +27% | +$2.92M | 9.21% | 4 |
|
|
2020
Q4 | $10.9M | Buy |
+352,224
| New | +$10.9M | 8.68% | 6 |
|