SOA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-216
| Closed | -$4.85K | – | 879 |
|
|
2024
Q1 | $4.85K | Hold |
216
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $4.46K | Hold |
216
| – | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $4.03K | Hold |
216
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $4.15K | Hold |
216
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $3.95K | Hold |
216
| – | – | ﹤0.01% | 651 |
|
|
2022
Q4 | $3.85K | Hold |
216
| – | – | ﹤0.01% | 654 |
|
|
2022
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $3K | Hold |
216
| – | – | ﹤0.01% | 640 |
|
|
2022
Q1 | $4K | Buy |
+216
| New | +$4K | ﹤0.01% | 711 |
|