Laffer Tengler Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-68
| Closed | -$1.76K | – | 319 |
|
|
2024
Q2 | $1.76K | Sell |
68
-682
| -91% | -$17.7K | ﹤0.01% | 370 |
|
|
2024
Q1 | $19.6K | Buy |
+750
| New | +$19.6K | 0.01% | 274 |
|
|
2022
Q4 | – | Sell |
-64
| Closed | -$1.7K | – | 472 |
|
|
2022
Q3 | $1.7K | Hold |
64
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $1.79K | Buy |
64
+2
| +3% | +$56 | ﹤0.01% | 338 |
|
|
2022
Q1 | $1.91K | Hold |
62
| – | – | ﹤0.01% | 371 |
|
|
2021
Q4 | $1.97K | Buy |
62
+2
| +3% | +$64 | ﹤0.01% | 343 |
|
|
2021
Q3 | $1.93K | Buy |
+60
| New | +$1.93K | ﹤0.01% | 438 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$7.7K | – | 304 |
|
|
2020
Q3 | $7.7K | Hold |
250
| – | – | ﹤0.01% | 255 |
|
|
2020
Q2 | $7.5K | Buy |
+250
| New | +$7.5K | ﹤0.01% | 245 |
|