Oxinas Partners Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,368
| Closed | -$455K | – | 124 |
|
|
2023
Q2 | $455K | Sell |
17,368
-33,820
| -66% | -$887K | 0.3% | 68 |
|
|
2023
Q1 | $1.37M | Sell |
51,188
-2,854
| -5% | -$76.5K | 0.99% | 30 |
|
|
2022
Q4 | $1.4M | Sell |
54,042
-11,732
| -18% | -$304K | 1.18% | 27 |
|
|
2022
Q3 | $1.7M | Sell |
65,774
-67,644
| -51% | -$1.75M | 1.41% | 21 |
|
|
2022
Q2 | $3.72M | Buy |
+133,418
| New | +$3.72M | 2.83% | 10 |
|