Lenox Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-255
| Closed | -$10K | – | 957 |
|
|
2021
Q4 | $10K | Buy |
255
+234
| +1,114% | +$9.18K | ﹤0.01% | 514 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 690 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 745 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 660 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 637 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 763 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 911 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 805 |
|
|
2019
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 637 |
|