FFWM
Future Financial Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 457 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 470 |
|
|
2024
Q2 | – | Sell |
-25,724
| Closed | -$1.73M | – | 224 |
|
|
2024
Q1 | $1.73M | Buy |
25,724
+705
| +3% | +$47.5K | 1.33% | 17 |
|
|
2023
Q4 | $1.55M | Buy |
25,019
+64
| +0.3% | +$3.96K | 1.54% | 19 |
|
|
2023
Q3 | $1.4M | Buy |
24,955
+201
| +0.8% | +$11.3K | 1.55% | 20 |
|
|
2023
Q2 | $1.43M | Buy |
+24,754
| New | +$1.43M | 1.5% | 20 |
|