Cedar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $616K | Hold |
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|
2024
Q1 | $619K | Sell |
|
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $1.22M | Buy |
|
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $2.2M | Sell |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.15M | Sell |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.59M | Sell |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $628K | Buy |
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|
2019
Q2 | $403K | Buy |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $2K | Buy |
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