Elevation Wealth Partners’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
Q2 | $120K | Buy |
3,625
+16
| +0.4% | +$528 | 0.05% | 156 |
|
|
2025
Q1 | $111K | Sell |
3,609
-5
| -0.1% | -$154 | 0.05% | 159 |
|
|
2024
Q4 | $105K | Sell |
3,614
-125
| -3% | -$3.63K | 0.04% | 162 |
|
|
2024
Q3 | $121K | Buy |
3,739
+17
| +0.5% | +$549 | 0.05% | 150 |
|
|
2024
Q2 | $110K | Sell |
3,722
-20
| -0.5% | -$591 | 0.05% | 149 |
|
|
2024
Q1 | $104K | Sell |
3,742
-194
| -5% | -$5.38K | 0.05% | 157 |
|
|
2023
Q4 | $103K | Hold |
3,936
| – | – | 0.06% | 148 |
|
|
2023
Q3 | $103K | Sell |
3,936
-120
| -3% | -$3.15K | 0.09% | 91 |
|
|
2023
Q2 | $109K | Buy |
4,056
+309
| +8% | +$8.27K | 0.09% | 93 |
|
|
2023
Q1 | $97.6K | Buy |
+3,747
| New | +$97.6K | 0.09% | 105 |
|