Global Wealth Management Investment Advisory’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 Q1	–	Sell	-906	Closed	-$18.7K	–	249
2023 Q4	$18.7K	Hold	906	–	–	﹤0.01%	255
2023 Q3	$16.9K	Hold	906	–	–	﹤0.01%	257
2023 Q2	$17.4K	Buy	+906	New	+$17.4K	﹤0.01%	261
2020 Q1	–	Sell	-354	Closed	-$5K	–	617
2019 Q4	$5K	Buy	+354	New	+$5K	﹤0.01%	428