Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,353
| Closed | -$31.9K | – | 309 |
|
|
2024
Q4 | $31.9K | Hold |
1,353
| – | – | 0.02% | 407 |
|
|
2024
Q3 | $32.4K | Buy |
+1,353
| New | +$32.4K | 0.02% | 386 |
|
|
2022
Q3 | – | Sell |
-216
| Closed | -$5.17K | – | 649 |
|
|
2022
Q2 | $5.17K | Sell |
216
-2,784
| -93% | -$66.7K | ﹤0.01% | 532 |
|
|
2022
Q1 | $58K | Buy |
+3,000
| New | +$58K | 0.04% | 329 |
|
|
2021
Q2 | $98K | Buy |
+5,400
| New | +$98K | 0.04% | 291 |
|