Matthew Hamilton Rosenberg’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 |
-1,341
| Closed | -$24.5K | – | 971 |
|
|
2023
Q1 | $24.5K | Hold |
1,341
| – | – | 0.01% | 561 |
|
|
2022
Q4 | $23.9K | Hold |
1,341
| – | – | 0.01% | 559 |
|
|
2022
Q3 | $21K | Hold |
1,341
| – | – | 0.01% | 560 |
|
|
2022
Q2 | $23K | Hold |
1,341
| – | – | 0.01% | 557 |
|
|
2022
Q1 | $26K | Hold |
1,341
| – | – | 0.01% | 531 |
|
|
2021
Q4 | $26K | Hold |
1,341
| – | – | 0.01% | 498 |
|
|
2021
Q3 | $24K | Buy |
+1,341
| New | +$24K | 0.01% | 488 |
|