EverSource Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.36K | Sell |
300
-45
| -13% | -$1.1K | ﹤0.01% | 2976 |
|
|
2025
Q1 | $8.15K | Buy |
345
+45
| +15% | +$1.06K | ﹤0.01% | 2226 |
|
|
2024
Q4 | $7.1K | Hold |
300
| – | – | ﹤0.01% | 2177 |
|
|
2024
Q3 | $7.18K | Hold |
300
| – | – | ﹤0.01% | 2055 |
|
|
2024
Q2 | $6.95K | Buy |
+300
| New | +$6.95K | ﹤0.01% | 2064 |
|
|
2024
Q1 | – | Sell |
-72
| Closed | -$1.49K | – | 2934 |
|
|
2023
Q4 | $1.49K | Buy |
72
+60
| +500% | +$1.24K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $224 | Buy |
+12
| New | +$224 | ﹤0.01% | 2437 |
|