Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$1K | – | 638 |
|
|
2023
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 500 |
|
|
2022
Q3 | $1K | Sell |
3
-249
| -99% | -$83K | ﹤0.01% | 469 |
|
|
2022
Q2 | $5K | Buy |
+252
| New | +$5K | ﹤0.01% | 333 |
|
|
2019
Q3 | – | Sell |
-3,390
| Closed | -$45K | – | 244 |
|
|
2019
Q2 | $45K | Buy |
+3,390
| New | +$45K | 0.01% | 255 |
|