LexAurum 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
Q4 | – | Sell |
-12,164
| Closed | -$315K | – | 261 |
|
|
2022
Q3 | $315K | Sell |
12,164
-5,044
| -29% | -$131K | 0.12% | 169 |
|
|
2022
Q2 | $480K | Buy |
17,208
+6,112
| +55% | +$170K | 0.18% | 121 |
|
|
2022
Q1 | $337K | Sell |
11,096
-9,232
| -45% | -$280K | 0.11% | 170 |
|
|
2021
Q4 | $639K | Sell |
20,328
-44,596
| -69% | -$1.4M | 0.21% | 106 |
|
|
2021
Q3 | $2.03M | Buy |
64,924
+15,132
| +30% | +$473K | 0.6% | 43 |
|
|
2021
Q2 | $1.56M | Buy |
+49,792
| New | +$1.56M | 0.46% | 63 |
|