Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $2.64M | Sell |
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|
2021
Q1 | $2.61M | Sell |
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|
2020
Q4 | $3.72M | Sell |
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|
2020
Q3 | $3.39M | Sell |
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|
2020
Q2 | $3.36M | Sell |
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|
2020
Q1 | $2.99M | Sell |
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|
2019
Q4 | $7.43M | Sell |
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|
2019
Q3 | $6.98M | Sell |
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|
2019
Q2 | $8.15M | Sell |
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|
2019
Q1 | $8.29M | Sell |
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|
2018
Q4 | $8.13M | Sell |
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|
2018
Q3 | $10.5M | Buy |
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|
2018
Q2 | $9.62M | Buy |
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|
2018
Q1 | $8.86M | Buy |
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|
2017
Q4 | $8.32M | Buy |
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|
2017
Q3 | $7.63M | Buy |
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|
2017
Q2 | $6.64M | Buy |
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|
2017
Q1 | $5.94M | Buy |
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|
2016
Q4 | $4.38M | Buy |
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|
2016
Q3 | $3.6M | Buy |
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|
2016
Q2 | $2.5M | Buy |
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|
2016
Q1 | $1.68M | Buy |
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|
2015
Q4 | $1.33M | Buy |
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|
2015
Q3 | $901K | Buy |
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