BerganKDV 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
Q1 | – | Sell |
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|
2022
Q4 | $6.31K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $29K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $53K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Buy |
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