Evoke Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,654
| Closed | -$493K | – | 361 |
|
|
2022
Q4 | $493K | Hold |
27,654
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $440K | Hold |
27,654
| – | – | 0.02% | 221 |
|
|
2022
Q2 | $469K | Hold |
27,654
| – | – | 0.02% | 225 |
|
|
2022
Q1 | $539K | Hold |
27,654
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $540K | Buy |
+27,654
| New | +$540K | 0.02% | 230 |
|