WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,533
| Closed | -$28.6K | – | 84 |
|
|
2023
Q3 | $28.6K | Hold |
1,533
| – | – | 0.01% | 89 |
|
|
2023
Q2 | $29.4K | Hold |
1,533
| – | – | 0.01% | 88 |
|
|
2023
Q1 | $28.1K | Hold |
1,533
| – | – | 0.01% | 86 |
|
|
2022
Q4 | $27.3K | Hold |
1,533
| – | – | 0.01% | 92 |
|
|
2022
Q3 | $24K | Hold |
1,533
| – | – | 0.01% | 86 |
|
|
2022
Q2 | $26K | Sell |
1,533
-75
| -5% | -$1.27K | 0.01% | 87 |
|
|
2022
Q1 | $31K | Hold |
1,608
| – | – | 0.01% | 94 |
|
|
2021
Q4 | $31K | Hold |
1,608
| – | – | 0.01% | 97 |
|
|
2021
Q3 | $29K | Buy |
+1,608
| New | +$29K | 0.01% | 83 |
|