Zullo Investment 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 |
-7,552
| Closed | -$196K | – | 598 |
|
|
2022
Q4 | $196K | Sell |
7,552
-2,362
| -24% | -$61.2K | 0.12% | 135 |
|
|
2022
Q3 | $257K | Sell |
9,914
-1,054
| -10% | -$27.3K | 0.17% | 107 |
|
|
2022
Q2 | $306K | Sell |
10,968
-4,360
| -28% | -$122K | 0.19% | 98 |
|
|
2022
Q1 | $465K | Sell |
15,328
-5,624
| -27% | -$171K | 0.24% | 81 |
|
|
2021
Q4 | $659K | Buy |
+20,952
| New | +$659K | 0.34% | 64 |
|