BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-170
| Closed | -$4.21K | – | 1078 |
|
|
2022
Q4 | $4.21K | Buy |
+170
| New | +$4.21K | ﹤0.01% | 696 |
|
|
2022
Q1 | – | Sell |
-61
| Closed | -$2K | – | 1028 |
|
|
2021
Q4 | $2K | Sell |
61
-752
| -92% | -$24.7K | ﹤0.01% | 912 |
|
|
2021
Q3 | $26K | Buy |
+813
| New | +$26K | ﹤0.01% | 488 |
|
|
2021
Q1 | – | Sell |
-987
| Closed | -$28K | – | 956 |
|
|
2020
Q4 | $28K | Buy |
+987
| New | +$28K | ﹤0.01% | 423 |
|
|
2020
Q1 | – | Sell |
-650
| Closed | -$19K | – | 950 |
|
|
2019
Q4 | $19K | Buy |
+650
| New | +$19K | ﹤0.01% | 453 |
|
|
2019
Q3 | – | Sell |
-117
| Closed | -$3K | – | 707 |
|
|
2019
Q2 | $3K | Hold |
117
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 634 |
|
|
2018
Q4 | $3K | Hold |
117
| – | – | ﹤0.01% | 589 |
|
|
2018
Q3 | $3K | Hold |
117
| – | – | ﹤0.01% | 564 |
|
|
2018
Q2 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 585 |
|