New England Guild Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $423K | Hold |
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|
2019
Q1 | $411K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $423K | Buy |
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|
2018
Q2 | $397K | Hold |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $396K | Buy |
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