Prosperity Wealth Management’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 | $1.24M | Buy |
+50,504
| New | +$1.24M | 0.46% | 43 |
|
|
2025
Q1 | – | Sell |
-12,519
| Closed | -$296K | – | 222 |
|
|
2024
Q4 | $296K | Sell |
12,519
-4,230
| -25% | -$100K | 0.12% | 154 |
|
|
2024
Q3 | $401K | Buy |
+16,749
| New | +$401K | 0.16% | 106 |
|
|
2023
Q3 | – | Sell |
-18,600
| Closed | -$357K | – | 143 |
|
|
2023
Q2 | $357K | Sell |
18,600
-27,471
| -60% | -$527K | 0.23% | 67 |
|
|
2023
Q1 | $843K | Sell |
46,071
-42,390
| -48% | -$776K | 0.67% | 31 |
|
|
2022
Q4 | $1.58M | Buy |
+88,461
| New | +$1.58M | 1.48% | 17 |
|