Focused Wealth Management’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 |
-111
| Closed | -$1.98K | – | 1051 |
|
|
2022
Q4 | $1.98K | Hold |
111
| – | – | ﹤0.01% | 744 |
|
|
2022
Q3 | $2K | Hold |
111
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $2K | Hold |
111
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $2K | Hold |
111
| – | – | ﹤0.01% | 733 |
|
|
2021
Q4 | $2K | Hold |
111
| – | – | ﹤0.01% | 763 |
|
|
2021
Q3 | $2K | Sell |
111
-108
| -49% | -$1.95K | ﹤0.01% | 749 |
|
|
2021
Q2 | $4K | Hold |
219
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $4K | Hold |
219
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $3K | Buy |
219
+111
| +103% | +$1.52K | ﹤0.01% | 665 |
|
|
2020
Q3 | $1K | Buy |
+108
| New | +$1K | ﹤0.01% | 678 |
|