WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Buy |
800
+400
| +100% | +$11K | 0.01% | 929 |
|
|
2017
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1048 |
|
|
2015
Q1 | – | Sell |
-940
| Closed | -$25K | – | 2020 |
|
|
2014
Q4 | $25K | Hold |
940
| – | – | 0.01% | 1141 |
|
|
2014
Q3 | $25K | Hold |
940
| – | – | ﹤0.01% | 1192 |
|
|
2014
Q2 | $26K | Hold |
940
| – | – | ﹤0.01% | 1164 |
|
|
2014
Q1 | $25K | Hold |
940
| – | – | 0.01% | 1174 |
|
|
2013
Q4 | $25K | Buy |
+940
| New | +$25K | ﹤0.01% | 1261 |
|