LifePlan Financial Group’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
Q3 | $15K | Hold |
492
| – | – | 0.01% | 371 |
|
|
2020
Q2 | $15K | Sell |
492
-84
| -15% | -$2.56K | 0.01% | 373 |
|
|
2020
Q1 | $17K | Buy |
576
+28
| +5% | +$826 | 0.01% | 338 |
|
|
2019
Q4 | $16K | Sell |
548
-1,138
| -67% | -$33.2K | 0.01% | 373 |
|
|
2019
Q3 | $48K | Buy |
1,686
+1,572
| +1,379% | +$44.8K | 0.02% | 250 |
|
|
2019
Q2 | $3K | Buy |
114
+6
| +6% | +$158 | ﹤0.01% | 497 |
|
|
2019
Q1 | $3K | Buy |
108
+18
| +20% | +$500 | ﹤0.01% | 498 |
|
|
2018
Q4 | $2K | Buy |
90
+2
| +2% | +$44 | ﹤0.01% | 507 |
|
|
2018
Q3 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 506 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 543 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 521 |
|