Lenox Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,512
Closed -$17K 611
2018
Q4
$17K Hold
1,512
﹤0.01% 207
2018
Q3
$20K Buy
+1,512
New +$20K ﹤0.01% 207