Ogorek Anthony Joseph’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,749
| Closed | -$87K | – | 66 |
|
|
2017
Q1 | $87K | Hold |
7,749
| – | – | 0.09% | 19 |
|
|
2016
Q4 | $80K | Hold |
7,749
| – | – | 0.07% | 24 |
|
|
2016
Q3 | $80K | Hold |
7,749
| – | – | 0.07% | 24 |
|
|
2016
Q2 | $78K | Hold |
7,749
| – | – | 0.07% | 24 |
|
|
2016
Q1 | $76K | Sell |
7,749
-3
| -0% | -$29 | 0.06% | 24 |
|
|
2015
Q4 | $74K | Buy |
7,752
+87
| +1% | +$830 | 0.06% | 30 |
|
|
2015
Q3 | $70K | Buy |
7,665
+36
| +0.5% | +$329 | 0.06% | 26 |
|
|
2015
Q2 | $76K | Buy |
7,629
+30
| +0.4% | +$299 | 0.06% | 27 |
|
|
2015
Q1 | $76K | Buy |
7,599
+2,709
| +55% | +$27.1K | 0.05% | 25 |
|
|
2014
Q4 | $49K | Buy |
+4,890
| New | +$49K | 0.04% | 29 |
|