Lenox Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-883
| Closed | -$27K | – | 844 |
|
|
2021
Q4 | $27K | Buy |
883
+820
| +1,302% | +$25.1K | ﹤0.01% | 347 |
|
|
2021
Q3 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 626 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | – | – | 710 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 633 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 599 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 666 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 831 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 757 |
|
|
2019
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 628 |
|