WPA
West Paces 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 |
-47
| Closed | -$2.44K | – | 557 |
|
|
2022
Q3 | $2.44K | Buy |
+47
| New | +$2.44K | ﹤0.01% | 425 |
|
|
2021
Q3 | – | Sell |
-1,546
| Closed | -$96.6K | – | 632 |
|
|
2021
Q2 | $96.6K | Buy |
+1,546
| New | +$96.6K | 0.04% | 149 |
|
|
2019
Q1 | – | Sell |
-13,480
| Closed | -$718K | – | 482 |
|
|
2018
Q4 | $718K | Buy |
+13,480
| New | +$718K | 0.55% | 44 |
|
|
2018
Q1 | – | Sell |
-34,417
| Closed | -$1.91M | – | 468 |
|
|
2017
Q4 | $1.91M | Buy |
34,417
+33,185
| +2,694% | +$1.84M | 1.41% | 14 |
|
|
2017
Q3 | $68.1K | Hold |
1,232
| – | – | 0.05% | 157 |
|
|
2017
Q2 | $67.8K | Hold |
1,232
| – | – | 0.05% | 152 |
|
|
2017
Q1 | $68.4K | Hold |
1,232
| – | – | 0.05% | 152 |
|
|
2016
Q4 | $67.6K | Buy |
+1,232
| New | +$67.6K | 0.06% | 162 |
|