Merk 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-29,882
| Closed | -$754K | – | 15 |
|
2023
Q3 | $754K | Buy |
29,882
+274
| +0.9% | +$6.92K | 0.85% | 13 |
|
2023
Q2 | $776K | Sell |
29,608
-11,418
| -28% | -$299K | 0.62% | 13 |
|
2023
Q1 | $1.1M | Sell |
41,026
-562
| -1% | -$15.1K | 0.96% | 13 |
|
2022
Q4 | $1.08M | Sell |
41,588
-16,496
| -28% | -$427K | 0.97% | 13 |
|
2022
Q3 | $1.5M | Buy |
58,084
+5,378
| +10% | +$139K | 1.48% | 14 |
|
2022
Q2 | $1.47K | Buy |
+52,706
| New | +$1.47K | 0.33% | 14 |
|