Lenox Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $113K | Sell |
7,616
-376
| -5% | -$5.58K | 0.03% | 190 |
|
|
2020
Q1 | $103K | Buy |
7,992
+74
| +0.9% | +$954 | 0.04% | 187 |
|
|
2019
Q4 | $133K | Buy |
7,918
+4,180
| +112% | +$70.2K | 0.04% | 190 |
|
|
2019
Q3 | $59K | Buy |
3,738
+1,148
| +44% | +$18.1K | 0.02% | 250 |
|
|
2019
Q2 | $41K | Buy |
2,590
+2,348
| +970% | +$37.2K | 0.01% | 268 |
|
|
2019
Q1 | $4K | Buy |
+242
| New | +$4K | ﹤0.01% | 545 |
|
|
2018
Q3 | – | Sell |
-16
| Closed | – | – | 662 |
|
|
2018
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 603 |
|
|
2018
Q1 | $0 | Sell |
16
-120
| -88% | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $1K | Buy |
+136
| New | +$1K | ﹤0.01% | 470 |
|