TW
Transform Wealth’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
Q3 | – | Sell |
-4,211
| Closed | -$283K | – | 224 |
|
|
2024
Q2 | $283K | Buy |
+4,211
| New | +$283K | 0.02% | 182 |
|
|
2023
Q3 | – | Sell |
-4,108
| Closed | -$236K | – | 251 |
|
|
2023
Q2 | $236K | Sell |
4,108
-1,184
| -22% | -$68.2K | 0.02% | 235 |
|
|
2023
Q1 | $291K | Buy |
+5,292
| New | +$291K | 0.03% | 216 |
|