Elevation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56K | Hold |
132
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $4.76K | Hold |
132
| – | – | ﹤0.01% | 406 |
|
|
2024
Q4 | $4.49K | Buy |
132
+4
| +3% | +$136 | ﹤0.01% | 418 |
|
|
2024
Q3 | $4.88K | Hold |
128
| – | – | ﹤0.01% | 391 |
|
|
2024
Q2 | $4.45K | Hold |
128
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $4.54K | Hold |
128
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $4.11K | Hold |
128
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $4.11K | Hold |
128
| – | – | ﹤0.01% | 283 |
|
|
2023
Q2 | $4.25K | Buy |
+128
| New | +$4.25K | ﹤0.01% | 288 |
|