Perigon Wealth Management’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 | $307K | Buy |
+9,313
| New | +$307K | 0.01% | 832 |
|
|
2021
Q1 | – | Sell |
-5,330
| Closed | -$151K | – | 681 |
|
|
2020
Q4 | $151K | Buy |
+5,330
| New | +$151K | 0.02% | 455 |
|
|
2018
Q2 | – | Sell |
-350
| Closed | -$11K | – | 375 |
|
|
2018
Q1 | $11K | Sell |
350
-200
| -36% | -$6.29K | ﹤0.01% | 502 |
|
|
2017
Q4 | $16K | Hold |
550
| – | – | 0.01% | 437 |
|
|
2017
Q3 | $16K | Hold |
550
| – | – | 0.01% | 465 |
|
|
2017
Q2 | $15K | Buy |
550
+110
| +25% | +$3K | ﹤0.01% | 466 |
|
|
2017
Q1 | $12K | Hold |
440
| – | – | ﹤0.01% | 512 |
|
|
2016
Q4 | $12K | Buy |
+440
| New | +$12K | ﹤0.01% | 537 |
|