Newbridge Financial Services Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-314
| Closed | -$8.2K | – | 1278 |
|
2023
Q4 | $8.2K | Hold |
314
| – | – | ﹤0.01% | 781 |
|
2023
Q3 | $7.93K | Hold |
314
| – | – | ﹤0.01% | 865 |
|
2023
Q2 | $8.23K | Hold |
314
| – | – | ﹤0.01% | 926 |
|
2023
Q1 | $8.42K | Hold |
314
| – | – | ﹤0.01% | 941 |
|
2022
Q4 | $8.13K | Hold |
314
| – | – | ﹤0.01% | 953 |
|
2022
Q3 | $8K | Sell |
314
-360
| -53% | -$9.17K | ﹤0.01% | 949 |
|
2022
Q2 | $19K | Buy |
+674
| New | +$19K | 0.01% | 677 |
|
2022
Q1 | – | Sell |
-482
| Closed | -$15K | – | 1549 |
|
2021
Q4 | $15K | Sell |
482
-298
| -38% | -$9.27K | 0.01% | 818 |
|
2021
Q3 | $24K | Buy |
+780
| New | +$24K | 0.02% | 611 |
|