Tradition 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
Q4 | – | Sell |
-1,052
| Closed | -$27K | – | 1355 |
|
|
2023
Q3 | $27K | Hold |
1,052
| – | – | ﹤0.01% | 768 |
|
|
2023
Q2 | $28K | Buy |
+1,052
| New | +$28K | ﹤0.01% | 790 |
|
|
2022
Q2 | – | Sell |
-108
| Closed | -$3K | – | 1142 |
|
|
2022
Q1 | $3K | Sell |
108
-346
| -76% | -$9.61K | ﹤0.01% | 1121 |
|
|
2021
Q4 | $14K | Buy |
454
+346
| +320% | +$10.7K | ﹤0.01% | 823 |
|
|
2021
Q3 | $3K | Hold |
108
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q2 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 1147 |
|
|
2021
Q1 | – | Sell |
-108
| Closed | -$3K | – | 990 |
|
|
2020
Q4 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 909 |
|