Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,390
| Closed | -$711K | – | 426 |
|
|
2023
Q4 | $711K | Buy |
20,390
+145
| +0.7% | +$5.06K | 0.03% | 320 |
|
|
2023
Q3 | $651K | Hold |
20,245
| – | – | 0.03% | 295 |
|
|
2023
Q2 | $672K | Sell |
20,245
-136
| -0.7% | -$4.51K | 0.03% | 290 |
|
|
2023
Q1 | $675K | Sell |
20,381
-4,447
| -18% | -$147K | 0.03% | 281 |
|
|
2022
Q4 | $776K | Buy |
+24,828
| New | +$776K | 0.03% | 268 |
|