Patriot Financial Group Insurance Agency’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
Q3
Sell
-552
Closed -$9K 951
2022
Q2
$9K Sell
552
-624
-53% -$10.2K ﹤0.01% 1281
2022
Q1
$23K Buy
+1,176
New +$23K ﹤0.01% 1031