Personal Capital Advisors’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 | $203K | Buy |
+11,418
| New | +$203K | ﹤0.01% | 465 |
|
|
2022
Q2 | – | Sell |
-11,166
| Closed | -$218K | – | 454 |
|
|
2022
Q1 | $218K | Sell |
11,166
-14,400
| -56% | -$281K | ﹤0.01% | 463 |
|
|
2021
Q4 | $489K | Buy |
25,566
+10,797
| +73% | +$207K | ﹤0.01% | 336 |
|
|
2021
Q3 | $266K | Sell |
14,769
-5,031
| -25% | -$90.6K | ﹤0.01% | 425 |
|
|
2021
Q2 | $361K | Sell |
19,800
-453
| -2% | -$8.26K | ﹤0.01% | 363 |
|
|
2021
Q1 | $349K | Buy |
20,253
+1,095
| +6% | +$18.9K | ﹤0.01% | 361 |
|
|
2020
Q4 | $289K | Buy |
+19,158
| New | +$289K | ﹤0.01% | 389 |
|