Lenox Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $32K | Buy |
1,988
+392
| +25% | +$6.31K | 0.01% | 309 |
|
|
2020
Q1 | $20K | Sell |
1,596
-68
| -4% | -$852 | 0.01% | 328 |
|
|
2019
Q4 | $31K | Buy |
1,664
+784
| +89% | +$14.6K | 0.01% | 313 |
|
|
2019
Q3 | $15K | Buy |
880
+208
| +31% | +$3.55K | ﹤0.01% | 397 |
|
|
2019
Q2 | $12K | Buy |
672
+624
| +1,300% | +$11.1K | ﹤0.01% | 412 |
|
|
2019
Q1 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 659 |
|