M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20K | Buy |
837
+9
| +1% | +$215 | ﹤0.01% | 309 |
|
|
2024
Q2 | $18.5K | Hold |
828
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $18.6K | Sell |
828
-21
| -2% | -$472 | ﹤0.01% | 300 |
|
|
2023
Q4 | $17.5K | Buy |
849
+3
| +0.4% | +$62 | ﹤0.01% | 333 |
|
|
2023
Q3 | $15.8K | Buy |
846
+6
| +0.7% | +$112 | ﹤0.01% | 332 |
|
|
2023
Q2 | $16.1K | Buy |
+840
| New | +$16.1K | ﹤0.01% | 339 |
|