MOS
MGO One Seven’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,356
| Closed | -$436K | – | 949 |
|
|
2023
Q4 | $436K | Buy |
8,356
+256
| +3% | +$13.4K | 0.03% | 575 |
|
|
2023
Q3 | $409K | Sell |
8,100
-591
| -7% | -$29.8K | 0.03% | 504 |
|
|
2023
Q2 | $456K | Buy |
8,691
+62
| +0.7% | +$3.25K | 0.04% | 445 |
|
|
2023
Q1 | $463K | Sell |
8,629
-1,523
| -15% | -$81.6K | 0.03% | 501 |
|
|
2022
Q4 | $526K | Sell |
10,152
-913
| -8% | -$47.3K | 0.05% | 370 |
|
|
2022
Q3 | $573 | Sell |
11,065
-6,581
| -37% | -$341 | 0.02% | 359 |
|
|
2022
Q2 | $985K | Sell |
17,646
-40,415
| -70% | -$2.26M | 0.14% | 177 |
|
|
2022
Q1 | $3.53M | Buy |
58,061
+7,986
| +16% | +$485K | 0.38% | 60 |
|
|
2021
Q4 | $3.15M | Sell |
50,075
-1,670
| -3% | -$105K | 0.33% | 72 |
|
|
2021
Q3 | $3.26M | Sell |
51,745
-373
| -0.7% | -$23.5K | 0.41% | 54 |
|
|
2021
Q2 | $3.26M | Buy |
52,118
+1,861
| +4% | +$116K | 0.46% | 42 |
|
|
2021
Q1 | $3.07M | Sell |
50,257
-11,519
| -19% | -$704K | 0.53% | 35 |
|
|
2020
Q4 | $3.84M | Sell |
61,776
-21,041
| -25% | -$1.31M | 0.79% | 19 |
|
|
2020
Q3 | $5.1M | Buy |
82,817
+56,155
| +211% | +$3.46M | 1.21% | 6 |
|
|
2020
Q2 | $1.6M | Buy |
26,662
+16,569
| +164% | +$994K | 0.42% | 53 |
|
|
2020
Q1 | $580K | Sell |
10,093
-3,751
| -27% | -$216K | 0.2% | 142 |
|
|
2019
Q4 | $783K | Sell |
13,844
-7,200
| -34% | -$407K | 0.2% | 132 |
|
|
2019
Q3 | $1.19M | Sell |
21,044
-22,516
| -52% | -$1.28M | 0.34% | 74 |
|
|
2019
Q2 | $2.45M | Buy |
43,560
+21,660
| +99% | +$1.22M | 0.79% | 23 |
|
|
2019
Q1 | $1.2M | Buy |
+21,900
| New | +$1.2M | 0.39% | 67 |
|