WESPAC 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
2022
Q2
Sell
-13,684
Closed -$415K 120
2022
Q1
$415K Sell
13,684
-104
-0.8% -$3.15K 0.45% 76
2021
Q4
$434K Buy
13,788
+740
+6% +$23.3K 0.29% 109
2021
Q3
$408K Buy
+13,048
New +$408K 0.25% 117