Mountain Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-217,062
| Closed | -$5.96M | – | 50 |
|
|
2018
Q2 | $5.96M | Buy |
217,062
+8,322
| +4% | +$228K | 5.82% | 5 |
|
|
2018
Q1 | $5.73M | Buy |
208,740
+12,874
| +7% | +$353K | 6.21% | 4 |
|
|
2017
Q4 | $5.43M | Buy |
195,866
+11,618
| +6% | +$322K | 5.24% | 5 |
|
|
2017
Q3 | $5.09M | Buy |
184,248
+15,228
| +9% | +$421K | 4.52% | 6 |
|
|
2017
Q2 | $4.65M | Buy |
+169,020
| New | +$4.65M | 4.56% | 6 |
|