Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $526K | Sell |
39,777
-3,198
| -7% | -$42.3K | 0.01% | 370 |
|
|
2018
Q2 | $535K | Sell |
42,975
-8,478
| -16% | -$106K | 0.01% | 358 |
|
|
2018
Q1 | $623K | Buy |
51,453
+7,854
| +18% | +$95.1K | 0.01% | 350 |
|
|
2017
Q4 | $544K | Buy |
43,599
+6,543
| +18% | +$81.6K | 0.01% | 342 |
|
|
2017
Q3 | $434K | Buy |
+37,056
| New | +$434K | 0.01% | 355 |
|
|
2015
Q4 | – | Sell |
-63
| Closed | -$1K | – | 553 |
|
|
2015
Q3 | $1K | Buy |
63
+3
| +5% | +$48 | ﹤0.01% | 1200 |
|
|
2015
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1238 |
|