Carson Wealth (CWM LLC)’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Buy |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $979K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $40K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $16K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | $3K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $35K | Hold |
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|
2017
Q2 | $33K | Sell |
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|
2017
Q1 | $56K | Buy |
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