Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-969
| Closed | -$18.9K | – | 697 |
|
|
2022
Q1 | $18.9K | Hold |
969
| – | – | ﹤0.01% | 422 |
|
|
2021
Q4 | $19K | Hold |
969
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $17K | Hold |
969
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $18K | Hold |
969
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $17K | Hold |
969
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $15K | Hold |
969
| – | – | ﹤0.01% | 452 |
|
|
2020
Q3 | $13K | Hold |
969
| – | – | ﹤0.01% | 441 |
|
|
2020
Q2 | $12K | Buy |
+969
| New | +$12K | ﹤0.01% | 404 |
|