WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Buy |
2,198
+317
| +17% | +$7.78K | 0.01% | 421 |
|
|
2025
Q1 | $44.4K | Buy |
1,881
+541
| +40% | +$12.8K | 0.01% | 415 |
|
|
2024
Q4 | $31.7K | Buy |
1,340
+5
| +0.4% | +$118 | ﹤0.01% | 396 |
|
|
2024
Q3 | $31.9K | Buy |
1,335
+12
| +0.9% | +$287 | ﹤0.01% | 409 |
|
|
2024
Q2 | $29.7K | Hold |
1,323
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $29.7K | Sell |
1,323
-816
| -38% | -$18.3K | ﹤0.01% | 377 |
|
|
2023
Q4 | $44.2K | Buy |
+2,139
| New | +$44.2K | 0.01% | 367 |
|