Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.39M | Buy |
|
|||||
|
2021
Q3 | $298K | Buy |
|
|||||
|
2021
Q2 | $285K | Buy |
|
|||||
|
2021
Q1 | $188K | Buy |
|
|||||
|
2020
Q4 | $141K | Sell |
|
|||||
|
2020
Q3 | $171K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $139K | Sell |
|
|||||
|
2019
Q4 | $271K | Sell |
|
|||||
|
2019
Q3 | $418K | Sell |
|
|||||
|
2019
Q2 | $850K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $534K | Buy |
|