LGWM
Litman Gregory Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,820
| Closed | -$68K | – | 105 |
|
|
2021
Q1 | $68K | Hold |
1,820
| – | – | 0.01% | 88 |
|
|
2020
Q4 | $63K | Hold |
1,820
| – | – | 0.01% | 91 |
|
|
2020
Q3 | $54K | Hold |
1,820
| – | – | 0.01% | 95 |
|
|
2020
Q2 | $50K | Hold |
1,820
| – | – | 0.01% | 93 |
|
|
2020
Q1 | $43K | Sell |
1,820
-1,089
| -37% | -$25.7K | 0.01% | 88 |
|
|
2019
Q4 | $97K | Buy |
+2,909
| New | +$97K | 0.02% | 77 |
|