JWS
Juncture Wealth Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-193,659
| Closed | -$6.53M | – | 117 |
|
2023
Q4 | $6.53M | Sell |
193,659
-4,056
| -2% | -$137K | 2.97% | 7 |
|
2023
Q3 | $6.26M | Sell |
197,715
-1,480
| -0.7% | -$46.9K | 3.06% | 8 |
|
2023
Q2 | $6.43M | Sell |
199,195
-23,115
| -10% | -$746K | 3.01% | 7 |
|
2023
Q1 | $6.95M | Buy |
+222,310
| New | +$6.95M | 3.43% | 6 |
|