Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-630
| Closed | -$7K | – | 741 |
|
|
2020
Q1 | $7K | Sell |
630
-4,212
| -87% | -$46.8K | ﹤0.01% | 555 |
|
|
2019
Q4 | $69K | Sell |
4,842
-9
| -0.2% | -$128 | 0.03% | 263 |
|
|
2019
Q3 | $64K | Hold |
4,851
| – | – | 0.03% | 262 |
|
|
2019
Q2 | $63K | Hold |
4,851
| – | – | 0.03% | 261 |
|
|
2019
Q1 | $61K | Sell |
4,851
-180
| -4% | -$2.26K | 0.03% | 265 |
|
|
2018
Q4 | $57K | Buy |
+5,031
| New | +$57K | 0.03% | 260 |
|