Avantax Planning Partners’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
2018
Q4
Sell
-2,037
Closed -$27K 600
2018
Q3
$27K Buy
+2,037
New +$27K ﹤0.01% 629
2018
Q2
Sell
-2,034
Closed -$25K 656
2018
Q1
$25K Buy
+2,034
New +$25K ﹤0.01% 694