Pinnacle Bancorp’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.7K | Buy |
2,390
+1,429
| +149% | +$35.1K | 0.02% | 399 |
|
2025
Q1 | $22.7K | Sell |
961
-288
| -23% | -$6.8K | 0.01% | 561 |
|
2024
Q4 | $29.6K | Buy |
1,249
+781
| +167% | +$18.5K | 0.01% | 516 |
|
2024
Q3 | $11.2K | Sell |
468
-30
| -6% | -$718 | ﹤0.01% | 678 |
|
2024
Q2 | $11.1K | Buy |
+498
| New | +$11.1K | ﹤0.01% | 654 |
|
2023
Q4 | – | Sell |
-1,464
| Closed | -$27.3K | – | 815 |
|
2023
Q3 | $27.3K | Hold |
1,464
| – | – | 0.01% | 468 |
|
2023
Q2 | $28.1K | Hold |
1,464
| – | – | 0.01% | 463 |
|
2023
Q1 | $26.8K | Hold |
1,464
| – | – | 0.01% | 462 |
|
2022
Q4 | $26K | Buy |
1,464
+15
| +1% | +$266 | 0.01% | 436 |
|
2022
Q3 | $23K | Buy |
+1,449
| New | +$23K | 0.01% | 436 |
|