MFT
Moisand Fitzgerald Tamayo’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16
| Closed | -$431 | – | 592 |
|
|
2025
Q1 | $431 | Hold |
16
| – | – | ﹤0.01% | 561 |
|
|
2024
Q4 | $414 | Buy |
16
+8
| +100% | +$207 | ﹤0.01% | 573 |
|
|
2024
Q3 | $430 | Hold |
8
| – | – | ﹤0.01% | 592 |
|
|
2024
Q2 | $417 | Hold |
8
| – | – | ﹤0.01% | 561 |
|
|
2024
Q1 | $418 | Hold |
8
| – | – | ﹤0.01% | 537 |
|
|
2023
Q4 | $418 | Hold |
8
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $404 | Hold |
8
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $420 | Hold |
8
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $429 | Hold |
8
| – | – | ﹤0.01% | 751 |
|
|
2022
Q4 | $414 | Sell |
8
-85
| -91% | -$4.4K | ﹤0.01% | 743 |
|
|
2022
Q3 | $5K | Hold |
93
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 327 |
|
|
2022
Q1 | – | Sell |
-93
| Closed | -$6K | – | 640 |
|
|
2021
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 284 |
|
|
2021
Q2 | $6K | Hold |
93
| – | – | ﹤0.01% | 305 |
|
|
2021
Q1 | $6K | Sell |
93
-377
| -80% | -$24.3K | ﹤0.01% | 251 |
|
|
2020
Q4 | $29K | Buy |
470
+462
| +5,775% | +$28.5K | 0.01% | 150 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 358 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 330 |
|
|
2020
Q1 | $0 | Sell |
8
-42
| -84% | – | ﹤0.01% | 285 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
|
2019
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 240 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 242 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 245 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 241 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 261 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 245 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 281 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
|
2017
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 260 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$3K | – | 173 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 195 |
|
|
2015
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 188 |
|