BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,039
| Closed | -$48K | – | 1039 |
|
|
2022
Q3 | $48K | Hold |
3,039
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $52K | Hold |
3,039
| – | – | 0.01% | 401 |
|
|
2022
Q1 | $59K | Sell |
3,039
-300
| -9% | -$5.82K | 0.01% | 405 |
|
|
2021
Q4 | $65K | Hold |
3,339
| – | – | 0.01% | 406 |
|
|
2021
Q3 | $60K | Hold |
3,339
| – | – | 0.01% | 417 |
|
|
2021
Q2 | $61K | Sell |
3,339
-900
| -21% | -$16.4K | 0.01% | 434 |
|
|
2021
Q1 | $73K | Hold |
4,239
| – | – | 0.01% | 398 |
|
|
2020
Q4 | $64K | Hold |
4,239
| – | – | 0.01% | 333 |
|
|
2020
Q3 | $55K | Buy |
+4,239
| New | +$55K | 0.01% | 321 |
|