JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04K | Sell |
72
-821
| -92% | -$34.6K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $32.3K | Buy |
893
+821
| +1,140% | +$29.7K | ﹤0.01% | 553 |
|
|
2024
Q4 | $2.45K | Buy |
72
+2
| +3% | +$68 | ﹤0.01% | 1392 |
|
|
2024
Q3 | $2.67K | Buy |
70
+1
| +1% | +$38 | ﹤0.01% | 1369 |
|
|
2024
Q2 | $2.41K | Hold |
69
| – | – | ﹤0.01% | 1362 |
|
|
2024
Q1 | $2.46K | Hold |
69
| – | – | ﹤0.01% | 1371 |
|
|
2023
Q4 | $2.42K | Buy |
69
+1
| +1% | +$35 | ﹤0.01% | 1347 |
|
|
2023
Q3 | $2.18K | Hold |
68
| – | – | ﹤0.01% | 1327 |
|
|
2023
Q2 | $2.25K | Buy |
68
+1
| +1% | +$33 | ﹤0.01% | 1340 |
|
|
2023
Q1 | $2.23K | Hold |
67
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q4 | $2.1K | Buy |
67
+1
| +2% | +$31 | ﹤0.01% | 1348 |
|
|
2022
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1316 |
|
|
2022
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1407 |
|