Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
-1,183
| Closed | -$31K | – | 1033 |
|
2023
Q3 | $31K | Hold |
1,183
| – | – | ﹤0.01% | 984 |
|
2023
Q2 | $31.7K | Buy |
1,183
+2
| +0.2% | +$54 | ﹤0.01% | 928 |
|
2023
Q1 | $30.8K | Sell |
1,181
-53
| -4% | -$1.38K | ﹤0.01% | 856 |
|
2022
Q4 | $30.6K | Buy |
+1,234
| New | +$30.6K | ﹤0.01% | 857 |
|
2020
Q4 | – | Sell |
-965
| Closed | -$23K | – | 529 |
|
2020
Q3 | $23K | Buy |
+965
| New | +$23K | ﹤0.01% | 623 |
|