Heritage Wealth Management (Arizona)’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.38K | Buy |
300
+150
| +100% | +$4.69K | ﹤0.01% | 785 |
|
|
2022
Q3 | $4K | Sell |
150
-2
| -1% | -$53 | ﹤0.01% | 783 |
|
|
2022
Q2 | $4.62K | Sell |
152
-1,660
| -92% | -$50.5K | ﹤0.01% | 780 |
|
|
2022
Q1 | $64K | Buy |
+1,812
| New | +$64K | 0.02% | 432 |
|
|
2021
Q3 | $126K | Sell |
3,258
-3,861
| -54% | -$149K | 0.04% | 300 |
|
|
2021
Q2 | $279K | Buy |
+7,119
| New | +$279K | 0.11% | 166 |
|