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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