Northern Capital Management (Wisconsin)’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
Q4 | $1.82M | Sell |
68,230
-2,070
| -3% | -$55.1K | 0.49% | 82 |
|
2018
Q3 | $1.9M | Sell |
70,300
-7,250
| -9% | -$196K | 0.44% | 90 |
|
2018
Q2 | $2.13M | Buy |
77,550
+23,160
| +43% | +$636K | 0.52% | 83 |
|
2018
Q1 | $1.49M | Sell |
54,390
-31,510
| -37% | -$864K | 0.38% | 99 |
|
2017
Q4 | $2.38M | Buy |
85,900
+59,530
| +226% | +$1.65M | 0.61% | 63 |
|
2017
Q3 | $729K | Buy |
+26,370
| New | +$729K | 0.23% | 121 |
|