Heritage Wealth Management (Arizona)’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.54K | Buy |
328
+164
| +100% | +$4.77K | ﹤0.01% | 781 |
|
|
2022
Q3 | $4K | Hold |
164
| – | – | ﹤0.01% | 784 |
|
|
2022
Q2 | $4.64K | Sell |
164
-3,491
| -96% | -$98.8K | ﹤0.01% | 777 |
|
|
2022
Q1 | $118K | Buy |
+3,655
| New | +$118K | 0.03% | 349 |
|
|
2021
Q3 | $186K | Sell |
5,656
-4,914
| -46% | -$162K | 0.07% | 230 |
|
|
2021
Q2 | $352K | Buy |
+10,570
| New | +$352K | 0.13% | 126 |
|