Concord Wealth Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48
| Closed | -$1.55K | – | 893 |
|
|
2023
Q3 | $1.55K | Hold |
48
| – | – | ﹤0.01% | 904 |
|
|
2023
Q2 | $1.6K | Hold |
48
| – | – | ﹤0.01% | 902 |
|
|
2023
Q1 | $1.59K | Hold |
48
| – | – | ﹤0.01% | 848 |
|
|
2022
Q4 | $1.5K | Buy |
+48
| New | +$1.5K | ﹤0.01% | 999 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$1K | – | 505 |
|
|
2022
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1125 |
|