WR Wealth Planners’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 Q4	$59.2K	Buy	2,501 +11	+0.4%	+$261	0.02%	298
2024 Q3	$59.6K	Buy	+2,490	New	+$59.6K	0.02%	320
2023 Q3	–	Sell	-225	Closed	-$4.33K	–	924
2023 Q2	$4.33K	Buy	+225	New	+$4.33K	﹤0.01%	699