LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,416
| Closed | -$78K | – | 106 |
|
|
2021
Q1 | $78K | Hold |
2,416
| – | – | 0.02% | 84 |
|
|
2020
Q4 | $71K | Hold |
2,416
| – | – | 0.01% | 86 |
|
|
2020
Q3 | $59K | Hold |
2,416
| – | – | 0.01% | 93 |
|
|
2020
Q2 | $57K | Hold |
2,416
| – | – | 0.01% | 90 |
|
|
2020
Q1 | $51K | Sell |
2,416
-1,949
| -45% | -$41.1K | 0.01% | 81 |
|
|
2019
Q4 | $126K | Buy |
+4,365
| New | +$126K | 0.03% | 63 |
|