Milestone Wealth’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
Q3
$26K Hold
1,000
0.03% 138
2022
Q2
$28K Sell
1,000
-2,302
-70% -$64.5K 0.03% 132
2022
Q1
$103K Hold
3,302
0.08% 84
2021
Q4
$103K Buy
+3,302
New +$103K 0.08% 84