Mosaic Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $2.86M | Buy |
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2018
Q1 | $2.64M | Sell |
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|
2017
Q4 | $2.98M | Buy |
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|
2017
Q3 | $2.65M | Sell |
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|
2017
Q2 | $2.78M | Sell |
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|
2017
Q1 | $2.94M | Buy |
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|
2016
Q4 | $2.57M | Buy |
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|
2016
Q3 | $2.44M | Buy |
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|
2016
Q2 | $2.36M | Buy |
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|
2016
Q1 | $2.11M | Sell |
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|
2015
Q4 | $2.22M | Buy |
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|
2015
Q3 | $2.06M | Sell |
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|
2015
Q2 | $2.1M | Buy |
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|
2015
Q1 | $2.09M | Buy |
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|
2014
Q4 | $1.93M | Buy |
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|
2014
Q3 | $1.5M | Buy |
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|
2014
Q2 | $555K | Buy |
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