MTWM
Masso Torrence Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-383,334
| Closed | -$9.08M | – | 103 |
|
|
2024
Q4 | $9.08M | Buy |
383,334
+249,798
| +187% | +$5.92M | 4.77% | 4 |
|
|
2024
Q3 | $9.58M | Sell |
133,536
-1,097
| -0.8% | -$78.7K | 5.17% | 4 |
|
|
2024
Q2 | $9.02M | Buy |
134,633
+5,634
| +4% | +$377K | 5% | 4 |
|
|
2024
Q1 | $8.69M | Buy |
128,999
+9,135
| +8% | +$616K | 5.16% | 4 |
|
|
2023
Q4 | $7.42M | Buy |
+119,864
| New | +$7.42M | 5.07% | 4 |
|