TW
Transform Wealth’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,821
| Closed | -$205K | – | 271 |
|
|
2023
Q1 | $205K | Buy |
+3,821
| New | +$205K | 0.02% | 243 |
|
|
2022
Q4 | – | Sell |
-5,489
| Closed | -$284K | – | 230 |
|
|
2022
Q3 | $284K | Sell |
5,489
-138
| -2% | -$7.14K | 0.04% | 156 |
|
|
2022
Q2 | $314K | Sell |
5,627
-76
| -1% | -$4.24K | 0.05% | 160 |
|
|
2022
Q1 | $346K | Buy |
5,703
+1,482
| +35% | +$89.9K | 0.04% | 191 |
|
|
2021
Q4 | $265K | Buy |
4,221
+78
| +2% | +$4.9K | 0.03% | 198 |
|
|
2021
Q3 | $259K | Buy |
4,143
+820
| +25% | +$51.3K | 0.03% | 201 |
|
|
2021
Q2 | $208K | Buy |
+3,323
| New | +$208K | 0.03% | 218 |
|