LWA
Lenox Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.59M | Hold |
32,606
| – | – | 0.32% | 23 |
|
|
2021
Q4 | $2.64M | Hold |
32,606
| – | – | 0.31% | 25 |
|
|
2021
Q3 | $2.42M | Hold |
32,606
| – | – | 0.31% | 22 |
|
|
2021
Q2 | $2.47M | Buy |
32,606
+30,000
| +1,151% | +$2.27M | 0.32% | 23 |
|
|
2021
Q1 | $190K | Hold |
2,606
| – | – | 0.03% | 87 |
|
|
2020
Q4 | $167K | Buy |
2,606
+81
| +3% | +$5.19K | 0.02% | 96 |
|
|
2020
Q3 | $140K | Hold |
2,525
| – | – | 0.02% | 98 |
|
|
2020
Q2 | $131K | Hold |
2,525
| – | – | 0.02% | 90 |
|
|
2020
Q1 | $114K | Sell |
2,525
-408
| -14% | -$18.4K | 0.02% | 87 |
|
|
2019
Q4 | $170K | Buy |
2,933
+408
| +16% | +$23.6K | 0.03% | 91 |
|
|
2019
Q3 | $138K | Hold |
2,525
| – | – | 0.02% | 96 |
|
|
2019
Q2 | $134K | Buy |
+2,525
| New | +$134K | 0.02% | 98 |
|
|
2017
Q4 | – | Sell |
-420
| Closed | -$20K | – | 451 |
|
|
2017
Q3 | $20K | Buy |
+420
| New | +$20K | 0.01% | 68 |
|