Bison Wealth’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
2022
Q1
Sell
2021
Q4
$4K Sell
2021
Q3
$31K Sell
2021
Q2
$44K Buy
2021
Q1
$41K Buy
2020
Q4
$6K Buy
2020
Q3
$4K Buy
2015
Q3
Sell
2015
Q2
$250K Buy
2015
Q1
$231K Buy