LFA
Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,079
| Closed | -$273K | – | 328 |
|
|
2023
Q4 | $273K | Sell |
8,079
-198
| -2% | -$6.68K | 0.05% | 243 |
|
|
2023
Q3 | $262K | Sell |
8,277
-20,029
| -71% | -$634K | 0.05% | 215 |
|
|
2023
Q2 | $914K | Sell |
28,306
-5,459
| -16% | -$176K | 0.17% | 73 |
|
|
2023
Q1 | $1.06M | Sell |
33,765
-1,977
| -6% | -$61.8K | 0.22% | 60 |
|
|
2022
Q4 | $1.04M | Sell |
35,742
-15,038
| -30% | -$437K | 0.22% | 57 |
|
|
2022
Q3 | $1.28M | Buy |
+50,780
| New | +$1.28M | 0.31% | 41 |
|