Baystate Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.42M | Sell |
|
|||||
|
2023
Q3 | $3.28M | Sell |
|
|||||
|
2023
Q2 | $3.45M | Buy |
|
|||||
|
2023
Q1 | $3.17M | Sell |
|
|||||
|
2022
Q4 | $3.29M | Buy |
|
|||||
|
2022
Q3 | $570K | Sell |
|
|||||
|
2022
Q2 | $2.58M | Buy |
|
|||||
|
2022
Q1 | $88K | Buy |
|
|||||
|
2021
Q4 | $88K | Buy |
|
|||||
|
2021
Q3 | $71K | Hold |
|
|||||
|
2021
Q2 | $72K | Hold |
|
|||||
|
2021
Q1 | $68K | Hold |
|
|||||
|
2020
Q4 | $60K | Hold |
|
|||||
|
2020
Q3 | $51K | Hold |
|
|||||
|
2020
Q2 | $49K | Hold |
|
|||||
|
2020
Q1 | $41K | Hold |
|
|||||
|
2019
Q4 | $56K | Hold |
|
|||||
|
2019
Q3 | $52K | Hold |
|
|||||
|
2019
Q2 | $52K | Hold |
|
|||||
|
2019
Q1 | $52K | Sell |
|
|||||
|
2018
Q4 | $52K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $57K | Hold |
|
|||||
|
2017
Q3 | $51K | Buy |
|
|||||
|
2017
Q2 | $49K | Buy |
|
|||||
|
2017
Q1 | $34K | Buy |
|