Bruce G. Allen Investments’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
Q1 | – | Sell |
-25,119
| Closed | -$730K | – | 1106 |
|
|
2024
Q4 | $730K | Sell |
25,119
-19,525
| -44% | -$567K | 0.59% | 21 |
|
|
2024
Q3 | $1.44M | Buy |
44,644
+122
| +0.3% | +$3.94K | 1.12% | 13 |
|
|
2024
Q2 | $1.32M | Sell |
44,522
-130
| -0.3% | -$3.84K | 1.11% | 13 |
|
|
2024
Q1 | $1.24M | Sell |
44,652
-1,532
| -3% | -$42.5K | 1.02% | 14 |
|
|
2023
Q4 | $1.25M | Buy |
+46,184
| New | +$1.25M | 1.14% | 13 |
|