IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91K | Hold |
78
| – | – | ﹤0.01% | 440 |
|
|
2025
Q1 | $1.84K | Sell |
78
-1,032
| -93% | -$24.4K | ﹤0.01% | 450 |
|
|
2024
Q4 | $26.3K | Hold |
1,110
| – | – | ﹤0.01% | 256 |
|
|
2024
Q3 | $26.6K | Sell |
1,110
-72
| -6% | -$1.72K | ﹤0.01% | 248 |
|
|
2024
Q2 | $26.4K | Hold |
1,182
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $26.6K | Buy |
1,182
+297
| +34% | +$6.67K | 0.01% | 217 |
|
|
2023
Q4 | $18.3K | Hold |
885
| – | – | ﹤0.01% | 238 |
|
|
2023
Q3 | $16.5K | Hold |
885
| – | – | ﹤0.01% | 240 |
|
|
2023
Q2 | $17K | Hold |
885
| – | – | ﹤0.01% | 252 |
|
|
2023
Q1 | $16.2K | Hold |
885
| – | – | ﹤0.01% | 247 |
|
|
2022
Q4 | $15.8K | Sell |
885
-387
| -30% | -$6.89K | ﹤0.01% | 239 |
|
|
2022
Q3 | $20K | Hold |
1,272
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $22K | Hold |
1,272
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $25K | Buy |
+1,272
| New | +$25K | 0.01% | 197 |
|