EWP
Elevation Wealth Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
34,808
-30
| -0.1% | -$1.2K | 0.55% | 37 |
|
|
2025
Q1 | $1.26M | Sell |
34,838
-2,648
| -7% | -$95.7K | 0.54% | 36 |
|
|
2024
Q4 | $1.24M | Buy |
37,486
+681
| +2% | +$22.6K | 0.53% | 38 |
|
|
2024
Q3 | $1.38M | Buy |
36,805
+204
| +0.6% | +$7.62K | 0.59% | 34 |
|
|
2024
Q2 | $1.28M | Sell |
36,601
-943
| -3% | -$33K | 0.61% | 33 |
|
|
2024
Q1 | $1.34M | Buy |
37,544
+146
| +0.4% | +$5.2K | 0.67% | 30 |
|
|
2023
Q4 | $1.18M | Hold |
37,398
| – | – | 0.71% | 29 |
|
|
2023
Q3 | $1.18M | Sell |
37,398
-363
| -1% | -$11.5K | 1.02% | 20 |
|
|
2023
Q2 | $1.22M | Sell |
37,761
-298
| -0.8% | -$9.62K | 1.03% | 20 |
|
|
2023
Q1 | $1.19M | Buy |
+38,059
| New | +$1.19M | 1.09% | 19 |
|