Wellesley Investment Partners’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
2018 Q3	–	Sell	-54,400	Closed	-$1.49M	–	132
2018 Q2	$1.49M	Buy	54,400 +9,112	+20%	+$250K	0.52%	30
2018 Q1	$1.24M	Buy	45,288 +22,788	+101%	+$625K	0.45%	33
2017 Q4	$623K	Buy	+22,500	New	+$623K	0.24%	72