Dumont & Blake Investment Advisors’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
2024 Q4	–	Sell	-8,481	Closed	-$203K	–	205
2024 Q3	$203K	Sell	8,481 -14,361	-63%	-$344K	0.05%	190
2024 Q2	$510K	Buy	22,842 +8,352	+58%	+$186K	0.07%	174
2024 Q1	$325K	Buy	+14,490	New	+$325K	0.09%	157