Paragon Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.52M | Sell |
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|
2019
Q3 | $11.5M | Sell |
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2019
Q2 | $11.4M | Buy |
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|
2019
Q1 | $11M | Buy |
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|
2018
Q4 | $7.72M | Buy |
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|
2018
Q3 | $8.93M | Buy |
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|
2018
Q2 | $7.83M | Buy |
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|
2018
Q1 | $6.96M | Sell |
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|
2017
Q4 | $9.26M | Buy |
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|
2017
Q3 | $8.51M | Buy |
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|
2017
Q2 | $7.87M | Sell |
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|
2017
Q1 | $9.95M | Buy |
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|
2016
Q4 | $9.48M | Buy |
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