LWM
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Lenox Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Lenox Wealth Management’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-326
Closed -$23K – 792
2020
Q1 		$23K Sell
326
-449
-58% -$31.7K 0.01% 318
2019
Q4 		$76K Buy
+775
New +$76K 0.02% 242