Acima Private Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-720
| Closed | -$11.5K | – | 227 |
|
|
2022
Q3 | $11.5K | Hold |
720
| – | – | 0.01% | 201 |
|
|
2022
Q2 | $12.2K | Hold |
720
| – | – | 0.01% | 203 |
|
|
2022
Q1 | $14K | Hold |
720
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $14K | Hold |
720
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $13K | Hold |
720
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $13K | Sell |
720
-228
| -24% | -$4.12K | 0.01% | 200 |
|
|
2021
Q1 | $16K | Hold |
948
| – | – | 0.01% | 191 |
|
|
2020
Q4 | $14K | Buy |
+948
| New | +$14K | 0.01% | 195 |
|