Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-390
| Closed | -$7.14K | – | 313 |
|
|
2023
Q1 | $7.14K | Hold |
390
| – | – | ﹤0.01% | 398 |
|
|
2022
Q4 | $6.95K | Hold |
390
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $6K | Hold |
390
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $7K | Hold |
390
| – | – | ﹤0.01% | 300 |
|
|
2022
Q1 | $8K | Buy |
+390
| New | +$8K | ﹤0.01% | 316 |
|
|
2021
Q4 | – | Sell |
-291
| Closed | -$5K | – | 487 |
|
|
2021
Q3 | $5K | Buy |
+291
| New | +$5K | ﹤0.01% | 321 |
|