Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64K | Hold |
189
| – | – | ﹤0.01% | 420 |
|
|
2025
Q1 | $4.46K | Hold |
189
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $4.48K | Hold |
189
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $4.52K | Hold |
189
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $4.22K | Hold |
189
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $4.25K | Sell |
189
-186
| -50% | -$4.18K | ﹤0.01% | 401 |
|
|
2023
Q4 | $7.74K | Buy |
+375
| New | +$7.74K | ﹤0.01% | 367 |
|
|
2022
Q4 | – | Sell |
-492
| Closed | -$8K | – | 805 |
|
|
2022
Q3 | $8K | Buy |
+492
| New | +$8K | ﹤0.01% | 303 |
|
|
2021
Q1 | – | Sell |
-1,203
| Closed | -$18K | – | 369 |
|
|
2020
Q4 | $18K | Buy |
+1,203
| New | +$18K | 0.01% | 179 |
|