Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-360
| Closed | -$10K | – | 718 |
|
|
2018
Q4 | $10K | Sell |
360
-66
| -15% | -$1.83K | ﹤0.01% | 488 |
|
|
2018
Q3 | $11K | Sell |
426
-820
| -66% | -$21.2K | ﹤0.01% | 491 |
|
|
2018
Q2 | $34K | Sell |
1,246
-74
| -6% | -$2.02K | 0.01% | 362 |
|
|
2018
Q1 | $36K | Buy |
1,320
+438
| +50% | +$11.9K | 0.01% | 351 |
|
|
2017
Q4 | $24K | Buy |
+882
| New | +$24K | 0.01% | 421 |
|