LWA
Lenox Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $273K | Sell |
7,527
-509
| -6% | -$18.5K | 0.03% | 93 |
|
|
2021
Q4 | $312K | Buy |
8,036
+222
| +3% | +$8.62K | 0.04% | 85 |
|
|
2021
Q3 | $302K | Buy |
7,814
+29
| +0.4% | +$1.12K | 0.04% | 81 |
|
|
2021
Q2 | $307K | Sell |
7,785
-129
| -2% | -$5.09K | 0.04% | 81 |
|
|
2021
Q1 | $298K | Buy |
7,914
+768
| +11% | +$28.9K | 0.04% | 68 |
|
|
2020
Q4 | $257K | Buy |
7,146
+1,985
| +38% | +$71.4K | 0.04% | 74 |
|
|
2020
Q3 | $162K | Buy |
5,161
+5,148
| +39,600% | +$162K | 0.02% | 88 |
|
|
2020
Q2 | $0 | Sell |
13
-3,412
| -100% | – | ﹤0.01% | 764 |
|
|
2020
Q1 | $89K | Sell |
3,425
-364
| -10% | -$9.46K | 0.02% | 97 |
|
|
2019
Q4 | $127K | Buy |
3,789
+3,780
| +42,000% | +$127K | 0.02% | 108 |
|
|
2019
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 639 |
|