Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,134
| Closed | -$140K | – | 158 |
|
|
2022
Q1 | $140K | Hold |
7,134
| – | – | 0.1% | 100 |
|
|
2021
Q4 | $139K | Hold |
7,134
| – | – | 0.09% | 100 |
|
|
2021
Q3 | $128K | Hold |
7,134
| – | – | 0.09% | 96 |
|
|
2021
Q2 | $130K | Hold |
7,134
| – | – | 0.1% | 93 |
|
|
2021
Q1 | $123K | Hold |
7,134
| – | – | 0.1% | 87 |
|
|
2020
Q4 | $108K | Buy |
+7,134
| New | +$108K | 0.1% | 88 |
|