MWM
MinichMacGregor Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-59,360
| Closed | -$1.82M | – | 88 |
|
|
2021
Q1 | $1.82M | Buy |
+59,360
| New | +$1.82M | 0.68% | 34 |
|
|
2018
Q4 | – | Sell |
-512
| Closed | -$13K | – | 441 |
|
|
2018
Q3 | $13K | Hold |
512
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $14K | Hold |
512
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $14K | Sell |
512
-270
| -35% | -$7.38K | 0.01% | 255 |
|
|
2017
Q4 | $21K | Hold |
782
| – | – | 0.02% | 198 |
|
|
2017
Q3 | $21K | Hold |
782
| – | – | 0.02% | 193 |
|
|
2017
Q2 | $21K | Hold |
782
| – | – | 0.02% | 186 |
|
|
2017
Q1 | $21K | Hold |
782
| – | – | 0.02% | 183 |
|
|
2016
Q4 | $21K | Sell |
782
-614
| -44% | -$16.5K | 0.02% | 176 |
|
|
2016
Q3 | $39K | Hold |
1,396
| – | – | 0.04% | 137 |
|
|
2016
Q2 | $39K | Hold |
1,396
| – | – | 0.04% | 130 |
|
|
2016
Q1 | $38K | Sell |
1,396
-6
| -0.4% | -$163 | 0.04% | 127 |
|
|
2015
Q4 | $38K | Buy |
+1,402
| New | +$38K | 0.04% | 122 |
|