Southern Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $738K | Sell |
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|
2022
Q4 | $758K | Sell |
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2022
Q3 | $801K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $720K | Buy |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $648K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $643K | Buy |
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