Beaumont Financial 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
-33,618
Closed -$535K 328
2022
Q3
$535K Buy
33,618
+6,123
+22% +$97.4K 0.05% 162
2022
Q2
$467K Buy
+27,495
New +$467K 0.04% 184