JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $842K | Buy |
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|
2023
Q2 | $841K | Sell |
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|
2023
Q1 | $877K | Sell |
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|
2022
Q4 | $879K | Buy |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $528K | Sell |
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|
2021
Q3 | $732K | Buy |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $1.41M | Buy |
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