Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-55
| Closed | -$1.36K | – | 1050 |
|
|
2022
Q4 | $1.36K | Hold |
55
| – | – | ﹤0.01% | 791 |
|
|
2022
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $1K | Sell |
55
-29
| -35% | -$527 | ﹤0.01% | 781 |
|
|
2022
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 732 |
|
|
2021
Q4 | $3K | Buy |
84
+1
| +1% | +$36 | ﹤0.01% | 714 |
|
|
2021
Q3 | $3K | Sell |
83
-57
| -41% | -$2.06K | ﹤0.01% | 717 |
|
|
2021
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 680 |
|
|
2020
Q4 | $4K | Buy |
140
+84
| +150% | +$2.4K | ﹤0.01% | 644 |
|
|
2020
Q3 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 677 |
|