Elevate Wealth Advisory’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
Q2 | $195K | Sell |
7,935
-939
| -11% | -$23K | 0.14% | 77 |
|
|
2025
Q1 | $210K | Sell |
8,874
-966
| -10% | -$22.8K | 0.15% | 71 |
|
|
2024
Q4 | $233K | Hold |
9,840
| – | – | 0.17% | 64 |
|
|
2024
Q3 | $235K | Hold |
9,840
| – | – | 0.17% | 63 |
|
|
2024
Q2 | $221K | Hold |
9,840
| – | – | 0.18% | 61 |
|
|
2024
Q1 | $221K | Sell |
9,840
-321
| -3% | -$7.21K | 0.19% | 57 |
|
|
2023
Q4 | $210K | Buy |
+10,161
| New | +$210K | 0.19% | 58 |
|