NewSquare Capital’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
2023
Q3
Sell
-936
Closed -$18K 693
2023
Q2
$18K Buy
936
+60
+7% +$1.15K ﹤0.01% 265
2023
Q1
$16K Buy
876
+600
+217% +$11K ﹤0.01% 292
2022
Q4
$4.92K Buy
+276
New +$4.92K ﹤0.01% 372