Lenox Wealth Management’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
Q1 | – | Sell |
-1,586
| Closed | -$45K | – | 763 |
|
|
2019
Q4 | $45K | Buy |
1,586
+22
| +1% | +$624 | 0.01% | 278 |
|
|
2019
Q3 | $44K | Hold |
1,564
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $44K | Hold |
1,564
| – | – | 0.01% | 261 |
|
|
2019
Q1 | $43K | Buy |
1,564
+710
| +83% | +$19.5K | 0.01% | 253 |
|
|
2018
Q4 | $2K | Buy |
+854
| New | +$2K | ﹤0.01% | 566 |
|