HHRDM
H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,320
| Closed | -$202K | – | 60 |
|
|
2023
Q2 | $202K | Buy |
+7,320
| New | +$202K | 0.13% | 54 |
|
|
2023
Q1 | – | Sell |
-59,078
| Closed | -$1.57M | – | 69 |
|
|
2022
Q4 | $1.57M | Buy |
59,078
+9,125
| +18% | +$243K | 1.33% | 20 |
|
|
2022
Q3 | $1.16M | Sell |
49,953
-12,567
| -20% | -$292K | 1.09% | 26 |
|
|
2022
Q2 | $1.59M | Sell |
62,520
-17,236
| -22% | -$438K | 1.16% | 26 |
|
|
2022
Q1 | $2.32M | Sell |
79,756
-638
| -0.8% | -$18.6K | 1.58% | 17 |
|
|
2021
Q4 | $2.47M | Buy |
+80,394
| New | +$2.47M | 1.56% | 15 |
|