Laurel Wealth Planning’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
Q1
Sell
-1,239
Closed -$22.1K 106
2022
Q4
$22.1K Hold
1,239
0.01% 128
2022
Q3
$20K Buy
+1,239
New +$20K 0.01% 133