Burleson & Co’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
Q4
$2.99K Hold
2022
Q3
$3K Buy
2022
Q2
$3K Buy
2019
Q3
Sell
2019
Q2
$376K Buy
2019
Q1
$375K Buy
2018
Q4
$359K Buy
2018
Q3
$352K Sell
2018
Q2
$354K Buy
2018
Q1
$334K Sell
2017
Q4
$348K Buy