PWM
Paulson Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,879
| Closed | -$235K | – | 83 |
|
|
2022
Q1 | $235K | Sell |
3,879
-1,622
| -29% | -$98.3K | 0.11% | 72 |
|
|
2021
Q4 | $346K | Sell |
5,501
-11,808
| -68% | -$743K | 0.15% | 60 |
|
|
2021
Q3 | $1.08M | Sell |
17,309
-106,487
| -86% | -$6.66M | 0.51% | 24 |
|
|
2021
Q2 | $7.74M | Buy |
123,796
+1,920
| +2% | +$120K | 3.74% | 8 |
|
|
2021
Q1 | $7.52M | Buy |
121,876
+29,437
| +32% | +$1.82M | 3.73% | 9 |
|
|
2020
Q4 | $5.74M | Buy |
+92,439
| New | +$5.74M | 3.34% | 8 |
|