Santori & Peters Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,092
| Closed | -$215K | – | 58 |
|
|
2022
Q1 | $215K | Hold |
7,092
| – | – | 0.12% | 54 |
|
|
2021
Q4 | $223K | Buy |
+7,092
| New | +$223K | 0.12% | 57 |
|
|
2021
Q2 | – | Sell |
-6,592
| Closed | -$201K | – | 60 |
|
|
2021
Q1 | $201K | Sell |
6,592
-1,000
| -13% | -$30.5K | 0.12% | 55 |
|
|
2020
Q4 | $234K | Hold |
7,592
| – | – | 0.13% | 74 |
|
|
2020
Q3 | $233K | Buy |
+7,592
| New | +$233K | 0.15% | 68 |
|