Sage Mountain 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
Q1 | – | Sell |
-240
| Closed | -$4.96K | – | 413 |
|
|
2023
Q4 | $4.96K | Hold |
240
| – | – | ﹤0.01% | 343 |
|
|
2023
Q3 | $4.48K | Hold |
240
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $4.61K | Buy |
+240
| New | +$4.61K | ﹤0.01% | 337 |
|
|
2022
Q1 | – | Sell |
-1,017
| Closed | -$20K | – | 649 |
|
|
2021
Q4 | $20K | Buy |
+1,017
| New | +$20K | ﹤0.01% | 647 |
|