AWM
Activest Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15K | Buy |
88
+1
| +1% | +$24 | ﹤0.01% | 676 |
|
|
2025
Q1 | $2.06K | Buy |
+87
| New | +$2.06K | ﹤0.01% | 653 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 392 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 396 |
|
|
2021
Q4 | – | Sell |
-21
| Closed | -$1K | – | 347 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 344 |
|