InterOcean Capital Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $791K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $516K | Buy |
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|
2021
Q4 | $342K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $365K | Buy |
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