MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,326
| Closed | -$19K | – | 156 |
|
|
2019
Q4 | $19K | Buy |
+1,326
| New | +$19K | ﹤0.01% | 432 |
|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$11K | – | 761 |
|
|
2015
Q3 | $11K | Hold |
1,200
| – | – | ﹤0.01% | 542 |
|
|
2015
Q2 | $12K | Hold |
1,200
| – | – | ﹤0.01% | 499 |
|
|
2015
Q1 | $12K | Hold |
1,200
| – | – | ﹤0.01% | 464 |
|
|
2014
Q4 | $12K | Buy |
1,200
+600
| +100% | +$6K | ﹤0.01% | 447 |
|
|
2014
Q3 | $6K | Buy |
+600
| New | +$6K | ﹤0.01% | 497 |
|