Lenox Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $36K | Sell |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $91K | Buy |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $84K | Buy |
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