Simon Quick 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
2020
Q2
Sell
-2,400
Closed -$25K 463
2020
Q1
$25K Sell
2,400
-945
-28% -$9.84K 0.01% 259
2019
Q4
$48K Buy
+3,345
New +$48K 0.02% 229