Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | $203K | Buy |
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