Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,336
| Closed | -$1.2M | – | 205 |
|
|
2023
Q1 | $1.2M | Buy |
+36,336
| New | +$1.2M | 0.25% | 62 |
|
|
2021
Q4 | – | Sell |
-203
| Closed | -$8K | – | 494 |
|
|
2021
Q3 | $8K | Buy |
+203
| New | +$8K | ﹤0.01% | 863 |
|
|
2020
Q3 | – | Sell |
-236
| Closed | -$6K | – | 888 |
|
|
2020
Q2 | $6K | Buy |
+236
| New | +$6K | ﹤0.01% | 572 |
|