EverSource Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Hold |
528
| – | – | ﹤0.01% | 2397 |
|
|
2025
Q1 | $16.3K | Buy |
528
+299
| +131% | +$9.21K | ﹤0.01% | 1809 |
|
|
2024
Q4 | $6.65K | Buy |
+229
| New | +$6.65K | ﹤0.01% | 2211 |
|
|
2024
Q1 | – | Sell |
-329
| Closed | -$8.93K | – | 2933 |
|
|
2023
Q4 | $8.93K | Buy |
329
+148
| +82% | +$4.02K | ﹤0.01% | 1605 |
|
|
2023
Q3 | $4.75K | Buy |
181
+116
| +178% | +$3.04K | ﹤0.01% | 1727 |
|
|
2023
Q2 | $1.74K | Buy |
+65
| New | +$1.74K | ﹤0.01% | 2067 |
|