RDWM
Red Door Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,437
| Closed | -$246K | – | 280 |
|
|
2025
Q1 | $246K | Buy |
10,437
+136
| +1% | +$3.21K | 0.04% | 199 |
|
|
2024
Q4 | $244K | Buy |
+10,301
| New | +$244K | 0.04% | 199 |
|
|
2021
Q3 | – | Sell |
-1,190
| Closed | -$65K | – | 322 |
|
|
2021
Q2 | $65K | Buy |
+1,190
| New | +$65K | 0.03% | 236 |
|
|
2020
Q3 | – | Sell |
-997
| Closed | -$36K | – | 213 |
|
|
2020
Q2 | $36K | Buy |
997
+7
| +0.7% | +$253 | 0.03% | 208 |
|
|
2020
Q1 | $31K | Sell |
990
-71,540
| -99% | -$2.24M | 0.03% | 200 |
|
|
2019
Q4 | $42K | Buy |
+72,530
| New | +$42K | 0.04% | 104 |
|