Meridian Wealth Advisors’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
2022
Q2
Sell
-10,650
Closed -$208K 203
2022
Q1
$208K Hold
10,650
0.05% 201
2021
Q4
$208K Buy
+10,650
New +$208K 0.05% 190
2019
Q1
Sell
-11,250
Closed -$127K 225
2018
Q4
$127K Buy
+11,250
New +$127K 0.1% 151