West Wealth Group’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 |
-28,710
| Closed | -$743K | – | 82 |
|
|
2022
Q4 | $743K | Sell |
28,710
-109,312
| -79% | -$2.83M | 0.37% | 26 |
|
|
2022
Q3 | $3.57M | Sell |
138,022
-32,840
| -19% | -$850K | 1.81% | 13 |
|
|
2022
Q2 | $4.77M | Buy |
170,862
+14,632
| +9% | +$408K | 2.21% | 11 |
|
|
2022
Q1 | $4.74M | Sell |
156,230
-162,276
| -51% | -$4.93M | 1.88% | 14 |
|
|
2021
Q4 | $10M | Buy |
+318,506
| New | +$10M | 3.77% | 7 |
|