Signet Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9,970
| Closed | -$278K | – | 256 |
|
2022
Q2 | $278K | Buy |
+9,970
| New | +$278K | 0.05% | 216 |
|
2022
Q1 | – | Sell |
-3,818
| Closed | -$120K | – | 1127 |
|
2021
Q4 | $120K | Buy |
+3,818
| New | +$120K | 0.02% | 307 |
|
2018
Q4 | – | Sell |
-184
| Closed | -$5K | – | 700 |
|
2018
Q3 | $5K | Hold |
184
| – | – | ﹤0.01% | 745 |
|
2018
Q2 | $5K | Hold |
184
| – | – | ﹤0.01% | 706 |
|
2018
Q1 | $5K | Buy |
+184
| New | +$5K | ﹤0.01% | 663 |
|