Pillar Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28,602
| Closed | -$639K | – | 21 |
|
|
2024
Q2 | $639K | Sell |
28,602
-23,418
| -45% | -$523K | 0.77% | 34 |
|
|
2024
Q1 | $1.17M | Buy |
52,020
+102
| +0.2% | +$2.29K | 0.88% | 28 |
|
|
2023
Q4 | $1.07M | Buy |
51,918
+123
| +0.2% | +$2.54K | 0.83% | 29 |
|
|
2023
Q3 | $966K | Buy |
51,795
+114
| +0.2% | +$2.13K | 0.84% | 30 |
|
|
2023
Q2 | $992K | Buy |
51,681
+111
| +0.2% | +$2.13K | 0.83% | 31 |
|
|
2023
Q1 | $944K | Buy |
51,570
+111
| +0.2% | +$2.03K | 0.94% | 21 |
|
|
2022
Q4 | $917K | Buy |
51,459
+123
| +0.2% | +$2.19K | 0.88% | 22 |
|
|
2022
Q3 | $817K | Sell |
51,336
-3,957
| -7% | -$63K | 0.81% | 29 |
|
|
2022
Q2 | $938K | Buy |
55,293
+30,348
| +122% | +$515K | 0.95% | 23 |
|
|
2022
Q1 | $486K | Buy |
24,945
+2,556
| +11% | +$49.8K | 0.47% | 32 |
|
|
2021
Q4 | $437K | Buy |
+22,389
| New | +$437K | 0.42% | 35 |
|