Hochman Cole Investment 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
Q3 | $362K | Hold |
11,231
| – | – | 0.14% | 91 |
|
|
2021
Q2 | $362K | Buy |
11,231
+303
| +3% | +$9.77K | 0.14% | 88 |
|
|
2021
Q1 | $336K | Buy |
10,928
+2,933
| +37% | +$90.2K | 0.14% | 94 |
|
|
2020
Q4 | $226K | Buy |
+7,995
| New | +$226K | 0.1% | 113 |
|
|
2019
Q3 | – | Sell |
-16,272
| Closed | -$468K | – | 110 |
|
|
2019
Q2 | $468K | Sell |
16,272
-1,141
| -7% | -$32.8K | 0.28% | 66 |
|
|
2019
Q1 | $483K | Buy |
17,413
+1,590
| +10% | +$44.1K | 0.29% | 68 |
|
|
2018
Q4 | $409K | Buy |
15,823
+2,640
| +20% | +$68.2K | 0.28% | 68 |
|
|
2018
Q3 | $380K | Buy |
13,183
+1,200
| +10% | +$34.6K | 0.24% | 66 |
|
|
2018
Q2 | $332K | Sell |
11,983
-214
| -2% | -$5.93K | 0.22% | 69 |
|
|
2018
Q1 | $380K | Buy |
12,197
+302
| +3% | +$9.41K | 0.27% | 62 |
|
|
2017
Q4 | $353K | Buy |
11,895
+710
| +6% | +$21.1K | 0.22% | 67 |
|
|
2017
Q3 | $321K | Buy |
+11,185
| New | +$321K | 0.21% | 68 |
|