WFA
West Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-509
| Closed | -$26K | – | 193 |
|
|
2022
Q3 | $26K | Sell |
509
-43
| -8% | -$2.2K | 0.01% | 122 |
|
|
2022
Q2 | $31K | Hold |
552
| – | – | 0.01% | 111 |
|
|
2022
Q1 | $34K | Hold |
552
| – | – | 0.01% | 112 |
|
|
2021
Q4 | $35K | Hold |
552
| – | – | 0.01% | 120 |
|
|
2021
Q3 | $35K | Sell |
552
-63
| -10% | -$4K | 0.01% | 109 |
|
|
2021
Q2 | $38K | Sell |
615
-67
| -10% | -$4.14K | 0.01% | 99 |
|
|
2021
Q1 | $42K | Hold |
682
| – | – | 0.01% | 91 |
|
|
2020
Q4 | $42K | Buy |
+682
| New | +$42K | 0.01% | 91 |
|