Ten Capital Wealth Advisors’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
Q2 | – | Sell |
-168
| Closed | -$4.5K | – | 469 |
|
|
2023
Q1 | $4.5K | Sell |
168
-30
| -15% | -$804 | ﹤0.01% | 428 |
|
|
2022
Q4 | $5.13K | Buy |
198
+30
| +18% | +$777 | ﹤0.01% | 380 |
|
|
2022
Q3 | $4K | Hold |
168
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $5K | Hold |
168
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 376 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$5K | – | 511 |
|
|
2021
Q3 | $5K | Sell |
150
-982
| -87% | -$32.7K | ﹤0.01% | 326 |
|
|
2021
Q2 | $35K | Buy |
1,132
+1,034
| +1,055% | +$32K | 0.01% | 203 |
|
|
2021
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 328 |
|