Morris Financial Concepts’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.5K | Sell |
2,831
-59
| -2% | -$1.95K | 0.04% | 146 |
|
|
2025
Q1 | $89K | Sell |
2,890
-16
| -0.6% | -$493 | 0.04% | 143 |
|
|
2024
Q4 | $84.4K | Sell |
2,906
-83
| -3% | -$2.41K | 0.04% | 137 |
|
|
2024
Q3 | $96.5K | Sell |
2,989
-19
| -0.6% | -$613 | 0.04% | 137 |
|
|
2024
Q2 | $88.9K | Sell |
3,008
-48
| -2% | -$1.42K | 0.04% | 111 |
|
|
2024
Q1 | $84.8K | Sell |
3,056
-21
| -0.7% | -$583 | 0.04% | 111 |
|
|
2023
Q4 | $83.5K | Hold |
3,077
| – | – | 0.05% | 110 |
|
|
2023
Q3 | $80.7K | Hold |
3,077
| – | – | 0.05% | 97 |
|
|
2023
Q2 | $82.4K | Hold |
3,077
| – | – | 0.05% | 98 |
|
|
2023
Q1 | $80.2K | Sell |
3,077
-51
| -2% | -$1.33K | 0.06% | 98 |
|
|
2022
Q4 | $77.5K | Buy |
3,128
+635
| +25% | +$15.7K | 0.06% | 90 |
|
|
2022
Q3 | $58K | Sell |
2,493
-26
| -1% | -$605 | 0.06% | 78 |
|
|
2022
Q2 | $65K | Sell |
2,519
-178
| -7% | -$4.59K | 0.06% | 82 |
|
|
2022
Q1 | $78K | Buy |
2,697
+106
| +4% | +$3.07K | 0.07% | 82 |
|
|
2021
Q4 | $80K | Buy |
+2,591
| New | +$80K | 0.07% | 74 |
|