Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $295K | Buy |
18,522
+6,159
| +50% | +$98.1K | 0.01% | 320 |
|
|
2022
Q2 | $210K | Hold |
12,363
| – | – | 0.01% | 350 |
|
|
2022
Q1 | $241K | Hold |
12,363
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $242K | Hold |
12,363
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $222K | Hold |
12,363
| – | – | 0.01% | 342 |
|
|
2021
Q2 | $226K | Buy |
+12,363
| New | +$226K | 0.01% | 333 |
|