Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25,449
| Closed | -$384K | – | 791 |
|
|
2020
Q4 | $384K | Buy |
25,449
+4,647
| +22% | +$70.1K | 0.03% | 537 |
|
|
2020
Q3 | $269K | Sell |
20,802
-2,994
| -13% | -$38.7K | 0.02% | 563 |
|
|
2020
Q2 | $292K | Sell |
23,796
-1,293
| -5% | -$15.9K | 0.03% | 513 |
|
|
2020
Q1 | $262K | Buy |
25,089
+3,702
| +17% | +$38.7K | 0.04% | 431 |
|
|
2019
Q4 | $304K | Buy |
+21,387
| New | +$304K | 0.03% | 457 |
|