WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.3K | Sell |
437
-23
| -5% | -$594 | ﹤0.01% | 574 |
|
|
2024
Q3 | $12.3K | Sell |
460
-56
| -11% | -$1.5K | ﹤0.01% | 593 |
|
|
2024
Q2 | $13.4K | Sell |
516
-16
| -3% | -$415 | ﹤0.01% | 529 |
|
|
2024
Q1 | $13.8K | Buy |
+532
| New | +$13.8K | ﹤0.01% | 528 |
|
|
2023
Q4 | – | Sell |
-694
| Closed | -$17.5K | – | 732 |
|
|
2023
Q3 | $17.5K | Sell |
694
-58
| -8% | -$1.47K | 0.01% | 448 |
|
|
2023
Q2 | $19.7K | Sell |
752
-12
| -2% | -$315 | 0.01% | 439 |
|
|
2023
Q1 | $20.5K | Sell |
764
-7,450
| -91% | -$200K | 0.01% | 426 |
|
|
2022
Q4 | $213K | Sell |
8,214
-11,712
| -59% | -$303K | 0.13% | 109 |
|
|
2022
Q3 | $516K | Sell |
19,926
-1,374
| -6% | -$35.6K | 0.36% | 45 |
|
|
2022
Q2 | $594K | Buy |
21,300
+666
| +3% | +$18.6K | 0.39% | 44 |
|
|
2022
Q1 | $626K | Buy |
+20,634
| New | +$626K | 0.37% | 46 |
|