Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
6,840
+158
| +2% | +$5.22K | 0.01% | 410 |
|
|
2025
Q1 | $206K | Buy |
+6,682
| New | +$206K | 0.01% | 410 |
|
|
2024
Q4 | – | Sell |
-6,573
| Closed | -$212K | – | 440 |
|
|
2024
Q3 | $212K | Buy |
+6,573
| New | +$212K | 0.01% | 413 |
|
|
2018
Q4 | – | Sell |
-588
| Closed | -$17K | – | 599 |
|
|
2018
Q3 | $17K | Buy |
+588
| New | +$17K | ﹤0.01% | 740 |
|
|
2018
Q2 | – | Sell |
-88
| Closed | -$3K | – | 655 |
|
|
2018
Q1 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 1508 |
|