KWAG
Kiely Wealth Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $89.5K | Hold |
3,642
| – | – | 0.06% | 96 |
|
|
2024
Q3 | $89.9K | Buy |
3,642
+2,428
| +200% | +$59.9K | 0.06% | 94 |
|
|
2024
Q2 | $81.1K | Hold |
1,214
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $79.4K | Hold |
1,214
| – | – | 0.05% | 80 |
|
|
2023
Q4 | $76.3K | Buy |
+1,214
| New | +$76.3K | 0.04% | 81 |
|