Aspire Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.56M | Sell |
48,290
-166
| -0.3% | -$5.36K | 0.84% | 25 |
|
|
2024
Q2 | $1.43M | Buy |
48,456
+3,720
| +8% | +$110K | 0.82% | 27 |
|
|
2024
Q1 | $1.24M | Buy |
44,736
+1,429
| +3% | +$39.7K | 0.75% | 29 |
|
|
2023
Q4 | $1.18M | Buy |
43,307
+214
| +0.5% | +$5.81K | 0.8% | 26 |
|
|
2023
Q3 | $1.13M | Buy |
43,093
+12,152
| +39% | +$319K | 0.86% | 27 |
|
|
2023
Q2 | $828K | Buy |
30,941
+6,095
| +25% | +$163K | 0.63% | 37 |
|
|
2023
Q1 | $647K | Buy |
24,846
+10,942
| +79% | +$285K | 0.53% | 43 |
|
|
2022
Q4 | $345K | Sell |
13,904
-321
| -2% | -$7.96K | 0.3% | 58 |
|
|
2022
Q3 | $333K | Buy |
14,225
+11,732
| +471% | +$275K | 0.31% | 56 |
|
|
2022
Q2 | $65K | Hold |
2,493
| – | – | 0.06% | 113 |
|
|
2022
Q1 | $72K | Sell |
2,493
-7,181
| -74% | -$207K | 0.06% | 107 |
|
|
2021
Q4 | $300K | Buy |
+9,674
| New | +$300K | 0.24% | 68 |
|