Milestone Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
5,670
-54
| -0.9% | -$2.16K | 0.06% | 77 |
|
|
2025
Q1 | $207K | Sell |
5,724
-1,590
| -22% | -$57.5K | 0.06% | 78 |
|
|
2024
Q4 | $243K | Buy |
7,314
+82
| +1% | +$2.72K | 0.07% | 76 |
|
|
2024
Q3 | $270K | Sell |
7,232
-1,098
| -13% | -$41K | 0.08% | 75 |
|
|
2024
Q2 | $292K | Sell |
8,330
-4,143
| -33% | -$145K | 0.08% | 70 |
|
|
2024
Q1 | $444K | Sell |
12,473
-3,812
| -23% | -$136K | 0.12% | 55 |
|
|
2023
Q4 | $549K | Sell |
16,285
-962
| -6% | -$32.4K | 0.16% | 53 |
|
|
2023
Q3 | $546K | Buy |
17,247
+2,278
| +15% | +$72.1K | 0.16% | 60 |
|
|
2023
Q2 | $483K | Sell |
14,969
-67
| -0.4% | -$2.16K | 0.15% | 51 |
|
|
2023
Q1 | $470K | Buy |
15,036
+563
| +4% | +$17.6K | 0.15% | 60 |
|
|
2022
Q4 | $421K | Buy |
+14,473
| New | +$421K | 0.15% | 49 |
|