InterOcean Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $302K | Sell |
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2020
Q1 | $883K | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.42M | Hold |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.58M | Hold |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $1.77M | Hold |
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|
2017
Q3 | $1.66M | Hold |
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|
2017
Q2 | $1.6M | Sell |
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|
2017
Q1 | $1.65M | Sell |
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|
2016
Q4 | $1.63M | Sell |
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|
2016
Q3 | $1.8M | Hold |
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|
2016
Q2 | $1.76M | Hold |
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|
2016
Q1 | $1.71M | Sell |
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|
2015
Q4 | $1.72M | Sell |
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|
2015
Q3 | $2.16M | Buy |
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|
2015
Q2 | $2.33M | Hold |
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|
2015
Q1 | $2.35M | Buy |
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|
2014
Q4 | $2.05M | Buy |
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