Lenox Wealth 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
Q1 | – | Sell |
-2,174
| Closed | -$68K | – | 960 |
|
|
2021
Q4 | $68K | Buy |
2,174
+1,874
| +625% | +$58.6K | 0.01% | 219 |
|
|
2021
Q3 | $9K | Buy |
300
+84
| +39% | +$2.52K | ﹤0.01% | 488 |
|
|
2021
Q2 | $7K | Hold |
216
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $7K | Buy |
216
+202
| +1,443% | +$6.55K | ﹤0.01% | 463 |
|
|
2020
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 663 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 640 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 766 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 914 |
|
|
2019
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 808 |
|
|
2019
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 641 |
|