Lenox Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-294
| Closed | -$8K | – | 961 |
|
|
2021
Q4 | $8K | Buy |
294
+276
| +1,533% | +$7.51K | ﹤0.01% | 543 |
|
|
2021
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 692 |
|
|
2021
Q1 | – | Sell |
-14
| Closed | – | – | 747 |
|
|
2020
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 664 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 641 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 767 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 915 |
|
|
2019
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 809 |
|
|
2019
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 642 |
|