J.P. Morgan Private Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $498K | Buy |
15,713
+2,899
| +23% | +$91.8K | ﹤0.01% | 1246 |
|
|
2023
Q2 | $414K | Buy |
12,814
+155
| +1% | +$5.01K | ﹤0.01% | 1111 |
|
|
2023
Q1 | $396K | Buy |
12,659
+408
| +3% | +$12.8K | ﹤0.01% | 1563 |
|
|
2022
Q4 | $356K | Buy |
+12,251
| New | +$356K | ﹤0.01% | 1599 |
|
|
2021
Q4 | – | Sell |
-10,078
| Closed | -$331K | – | 2010 |
|
|
2021
Q3 | $331K | Buy |
10,078
+1,746
| +21% | +$57.3K | ﹤0.01% | 1662 |
|
|
2021
Q2 | $277K | Buy |
+8,332
| New | +$277K | ﹤0.01% | 1699 |
|
|
2018
Q4 | – | Sell |
-89,858
| Closed | -$2.69M | – | 1503 |
|
|
2018
Q3 | $2.69M | Buy |
89,858
+77
| +0.1% | +$2.31K | 0.01% | 564 |
|
|
2018
Q2 | $2.65M | Buy |
+89,781
| New | +$2.65M | 0.01% | 538 |
|