Lenox Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $214K | Hold |
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|
2020
Q3 | $192K | Hold |
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|
2020
Q2 | $170K | Hold |
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|
2020
Q1 | $133K | Hold |
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|
2019
Q4 | $155K | Hold |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $139K | Buy |
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