Liberty 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
Q2 | – | Sell |
-330,258
| Closed | -$6.09M | – | 207 |
|
|
2023
Q1 | $6.09M | Buy |
+330,258
| New | +$6.09M | 1.26% | 21 |
|
|
2021
Q4 | – | Sell |
-774
| Closed | -$14K | – | 496 |
|
|
2021
Q3 | $14K | Buy |
+774
| New | +$14K | 0.01% | 740 |
|
|
2020
Q3 | – | Sell |
-1,296
| Closed | -$16K | – | 890 |
|
|
2020
Q2 | $16K | Buy |
+1,296
| New | +$16K | 0.01% | 414 |
|