Ironwood Financial’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-645
| Closed | -$7K | – | 266 |
|
2017
Q1 | $7K | Hold |
645
| – | – | ﹤0.01% | 190 |
|
2016
Q4 | $7K | Hold |
645
| – | – | ﹤0.01% | 182 |
|
2016
Q3 | $7K | Hold |
645
| – | – | 0.01% | 182 |
|
2016
Q2 | $7K | Hold |
645
| – | – | 0.01% | 183 |
|
2016
Q1 | $6K | Buy |
+645
| New | +$6K | ﹤0.01% | 194 |
|
2015
Q3 | $4K | Hold |
495
| – | – | ﹤0.01% | 284 |
|
2015
Q2 | $5K | Buy |
+495
| New | +$5K | ﹤0.01% | 249 |
|