Well Done LLC’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
Q1 | – | Sell |
-7,972
| Closed | -$206K | – | 189 |
|
|
2022
Q4 | $206K | Sell |
7,972
-12
| -0.2% | -$311 | 0.04% | 169 |
|
|
2022
Q3 | $207K | Sell |
7,984
-16
| -0.2% | -$415 | 0.05% | 154 |
|
|
2022
Q2 | $223K | Sell |
8,000
-40
| -0.5% | -$1.12K | 0.05% | 156 |
|
|
2022
Q1 | $244K | Buy |
8,040
+908
| +13% | +$27.6K | 0.05% | 160 |
|
|
2021
Q4 | $224K | Buy |
+7,132
| New | +$224K | 0.05% | 166 |
|