Lenox Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.59M | Hold |
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|
2021
Q4 | $2.64M | Hold |
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|
2021
Q3 | $2.42M | Hold |
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|
2021
Q2 | $2.47M | Buy |
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|
2021
Q1 | $190K | Hold |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | $140K | Hold |
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|
2020
Q2 | $131K | Hold |
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|
2020
Q1 | $114K | Sell |
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|
2019
Q4 | $170K | Buy |
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|
2019
Q3 | $138K | Hold |
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|
2019
Q2 | $134K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $20K | Buy |
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