HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-76
| Closed | -$2K | – | 196 |
|
|
2020
Q4 | $2K | Buy |
76
+1
| +1% | +$26 | ﹤0.01% | 257 |
|
|
2020
Q3 | $2K | Sell |
75
-1,376
| -95% | -$36.7K | ﹤0.01% | 234 |
|
|
2020
Q2 | $34K | Buy |
1,451
+1
| +0.1% | +$23 | 0.01% | 188 |
|
|
2020
Q1 | $30K | Hold |
1,450
| – | – | 0.01% | 186 |
|
|
2019
Q4 | $43K | Buy |
+1,450
| New | +$43K | 0.01% | 184 |
|