Milestone Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-130
| Closed | -$4.52K | – | 130 |
|
|
2024
Q2 | $4.52K | Hold |
130
| – | – | ﹤0.01% | 125 |
|
|
2024
Q1 | $4.61K | Hold |
130
| – | – | ﹤0.01% | 123 |
|
|
2023
Q4 | $4.53K | Hold |
130
| – | – | ﹤0.01% | 120 |
|
|
2023
Q3 | $4.18K | Hold |
130
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $4.32K | Hold |
130
| – | – | ﹤0.01% | 114 |
|
|
2023
Q1 | $4.31K | Hold |
130
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $4.06K | Buy |
+130
| New | +$4.06K | ﹤0.01% | 116 |
|