Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-49,503
| Closed | -$950K | – | 302 |
|
|
2023
Q2 | $950K | Buy |
49,503
+183
| +0.4% | +$3.51K | 0.19% | 126 |
|
|
2023
Q1 | $903K | Buy |
49,320
+180
| +0.4% | +$3.3K | 0.18% | 131 |
|
|
2022
Q4 | $875K | Buy |
49,140
+2,301
| +5% | +$41K | 0.19% | 138 |
|
|
2022
Q3 | $746K | Sell |
46,839
-2,904
| -6% | -$46.3K | 0.17% | 137 |
|
|
2022
Q2 | $844K | Sell |
49,743
-2,412
| -5% | -$40.9K | 0.17% | 143 |
|
|
2022
Q1 | $1.02M | Buy |
52,155
+8,589
| +20% | +$167K | 0.17% | 141 |
|
|
2021
Q4 | $851K | Buy |
+43,566
| New | +$851K | 0.14% | 153 |
|