Lenox Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,821
| Closed | -$36K | – | 845 |
|
|
2021
Q4 | $36K | Buy |
1,821
+1,701
| +1,418% | +$33.6K | ﹤0.01% | 300 |
|
|
2021
Q3 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 627 |
|
|
2021
Q1 | – | Sell |
-48
| Closed | -$1K | – | 711 |
|
|
2020
Q4 | $1K | Hold |
48
| – | – | ﹤0.01% | 598 |
|
|
2020
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 550 |
|
|
2020
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 555 |
|
|
2020
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $1K | Hold |
48
| – | – | ﹤0.01% | 675 |
|
|
2019
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 571 |
|