Lenox Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $111K | Buy |
6,684
+243
| +4% | +$4.04K | 0.03% | 191 |
|
|
2020
Q1 | $95K | Sell |
6,441
-105
| -2% | -$1.55K | 0.03% | 197 |
|
|
2019
Q4 | $131K | Buy |
6,546
+3,471
| +113% | +$69.5K | 0.04% | 192 |
|
|
2019
Q3 | $58K | Buy |
3,075
+924
| +43% | +$17.4K | 0.02% | 253 |
|
|
2019
Q2 | $40K | Buy |
2,151
+1,950
| +970% | +$36.3K | 0.01% | 269 |
|
|
2019
Q1 | $4K | Buy |
+201
| New | +$4K | ﹤0.01% | 546 |
|