CPFP
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Clear Perspectives Financial Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clear Perspectives Financial Planning’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-114
Closed -$2.03K – 209
2022
Q4 		$2.03K Buy
+114
New +$2.03K ﹤0.01% 187