Lenox Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-18
Closed 661
2018
Q2
$0 Hold
18
﹤0.01% 602
2018
Q1
$0 Sell
18
-186
-91% ﹤0.01% 501
2017
Q4
$7K Buy
+204
New +$7K ﹤0.01% 410