Avion 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2K | Hold |
117
| – | – | ﹤0.01% | 803 |
|
2025
Q1 | $2K | Hold |
117
| – | – | ﹤0.01% | 711 |
|
2024
Q4 | $2K | Hold |
117
| – | – | ﹤0.01% | 708 |
|
2024
Q3 | $2K | Hold |
117
| – | – | ﹤0.01% | 676 |
|
2024
Q2 | $2K | Hold |
117
| – | – | ﹤0.01% | 612 |
|
2024
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 558 |
|
2023
Q4 | $2K | Hold |
117
| – | – | ﹤0.01% | 564 |
|
2023
Q3 | $2K | Buy |
+117
| New | +$2K | ﹤0.01% | 477 |
|