AEPWM
Atlantic Edge Private 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 | $17.2K | Hold |
699
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $16.5K | Hold |
699
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $16.6K | Buy |
699
+466
| +200% | – | 0.01% | 292 |
|
|
2024
Q3 | $16.7K | Hold |
233
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $15.6K | Buy |
233
+1
| +0.4% | +$67 | 0.01% | 274 |
|
|
2024
Q1 | $15.6K | Hold |
232
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $14.4K | Buy |
+232
| New | +$14.4K | 0.01% | 265 |
|