Kovack 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-12,190
| Closed | -$376K | – | 613 |
|
2020
Q3 | $376K | Hold |
12,190
| – | – | 0.07% | 286 |
|
2020
Q2 | $366K | Sell |
12,190
-220
| -2% | -$6.61K | 0.07% | 277 |
|
2020
Q1 | $357K | Sell |
12,410
-240
| -2% | -$6.9K | 0.08% | 254 |
|
2019
Q4 | $358K | Buy |
+12,650
| New | +$358K | 0.06% | 322 |
|
2018
Q2 | – | Sell |
-12,190
| Closed | -$334K | – | 493 |
|
2018
Q1 | $334K | Buy |
+12,190
| New | +$334K | 0.08% | 281 |
|