WR Wealth Planners’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.3K | Sell |
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|
2024
Q3 | $12.3K | Sell |
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|
2024
Q2 | $13.4K | Sell |
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|
2024
Q1 | $13.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $17.5K | Sell |
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|
2023
Q2 | $19.7K | Sell |
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|
2023
Q1 | $20.5K | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $626K | Buy |
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