KJWM
Kiley Juergens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
11,929
+243
| +2% | +$9.73K | 0.11% | 69 |
|
|
2025
Q1 | $422K | Sell |
11,686
-11
| -0.1% | -$398 | 0.11% | 66 |
|
|
2024
Q4 | $388K | Sell |
11,697
-39
| -0.3% | -$1.3K | 0.1% | 68 |
|
|
2024
Q3 | $439K | Sell |
11,736
-295
| -2% | -$11K | 0.11% | 66 |
|
|
2024
Q2 | $421K | Buy |
12,031
+315
| +3% | +$11K | 0.12% | 68 |
|
|
2024
Q1 | $417K | Buy |
11,716
+115
| +1% | +$4.1K | 0.13% | 65 |
|
|
2023
Q4 | $391K | Sell |
11,601
-64
| -0.5% | -$2.16K | 0.13% | 61 |
|
|
2023
Q3 | $369K | Buy |
11,665
+79
| +0.7% | +$2.5K | 0.13% | 69 |
|
|
2023
Q2 | $374K | Sell |
11,586
-50
| -0.4% | -$1.62K | 0.13% | 70 |
|
|
2023
Q1 | $364K | Sell |
11,636
-300
| -3% | -$9.38K | 0.14% | 69 |
|
|
2022
Q4 | $347K | Hold |
11,936
| – | – | 0.15% | 67 |
|
|
2022
Q3 | $300K | Sell |
11,936
-770
| -6% | -$19.4K | 0.14% | 65 |
|
|
2022
Q2 | $359K | Buy |
12,706
+1,299
| +11% | +$36.7K | 0.17% | 66 |
|
|
2022
Q1 | $368K | Sell |
11,407
-1,869
| -14% | -$60.3K | 0.18% | 50 |
|
|
2021
Q4 | $432K | Hold |
13,276
| – | – | 0.16% | 66 |
|
|
2021
Q3 | $435K | Sell |
13,276
-1,140
| -8% | -$37.4K | 0.19% | 62 |
|
|
2021
Q2 | $479K | Sell |
14,416
-500
| -3% | -$16.6K | 0.22% | 59 |
|
|
2021
Q1 | $478K | Buy |
14,916
+366
| +3% | +$11.7K | 0.25% | 54 |
|
|
2020
Q4 | $426K | Buy |
14,550
+1,755
| +14% | +$51.4K | 0.25% | 45 |
|
|
2020
Q3 | $314K | Buy |
12,795
+681
| +6% | +$16.7K | 0.23% | 43 |
|
|
2020
Q2 | $287K | Sell |
12,114
-375
| -3% | -$8.88K | 0.24% | 44 |
|
|
2020
Q1 | $262K | Buy |
12,489
+100
| +0.8% | +$2.1K | 0.27% | 40 |
|
|
2019
Q4 | $358K | Sell |
12,389
-1,292
| -9% | -$37.3K | 0.31% | 39 |
|
|
2019
Q3 | $377K | Buy |
13,681
+1,275
| +10% | +$35.1K | 0.41% | 36 |
|
|
2019
Q2 | $345K | Buy |
12,406
+1,199
| +11% | +$33.3K | 0.39% | 38 |
|
|
2019
Q1 | $309K | Hold |
11,207
| – | – | 0.38% | 35 |
|
|
2018
Q4 | $282K | Buy |
11,207
+425
| +4% | +$10.7K | 0.39% | 36 |
|
|
2018
Q3 | $322K | Buy |
10,782
+3,432
| +47% | +$102K | 0.24% | 71 |
|
|
2018
Q2 | $217K | Hold |
7,350
| – | – | 0.19% | 76 |
|
|
2018
Q1 | $220K | Hold |
7,350
| – | – | 0.24% | 74 |
|
|
2017
Q4 | $223K | Buy |
+7,350
| New | +$223K | 0.2% | 77 |
|