O'Dell Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-219
| Closed | -$3K | – | 190 |
|
2022
Q3 | $3K | Hold |
219
| – | – | ﹤0.01% | 356 |
|
2022
Q2 | $4K | Hold |
219
| – | – | ﹤0.01% | 354 |
|
2022
Q1 | $4K | Hold |
219
| – | – | ﹤0.01% | 406 |
|
2021
Q4 | $4K | Hold |
219
| – | – | ﹤0.01% | 408 |
|
2021
Q3 | $4K | Buy |
+219
| New | +$4K | ﹤0.01% | 390 |
|