Founders Financial Securities’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 |
-8,673
| Closed | -$207K | – | 449 |
|
|
2024
Q3 | $207K | Sell |
8,673
-1,557
| -15% | -$37.2K | 0.02% | 407 |
|
|
2024
Q2 | $228K | Buy |
+10,230
| New | +$228K | 0.02% | 388 |
|
|
2022
Q4 | – | Sell |
-12,786
| Closed | -$204K | – | 331 |
|
|
2022
Q3 | $204K | Sell |
12,786
-972
| -7% | -$15.5K | 0.04% | 288 |
|
|
2022
Q2 | $233K | Buy |
+13,758
| New | +$233K | 0.05% | 227 |
|