Pinnacle 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 | $236K | Sell |
7,155
-796
| -10% | -$26.3K | 0.2% | 38 |
|
2025
Q1 | $245K | Buy |
7,951
+60
| +0.8% | +$1.85K | 0.28% | 61 |
|
2024
Q4 | $229K | Buy |
7,891
+280
| +4% | +$8.13K | 0.26% | 34 |
|
2024
Q3 | $246K | Buy |
7,611
+212
| +3% | +$6.84K | 0.29% | 35 |
|
2024
Q2 | $219K | Buy |
+7,399
| New | +$219K | 0.27% | 40 |
|
2023
Q4 | – | Sell |
-124,218
| Closed | -$3.26M | – | 36 |
|
2023
Q3 | $3.26M | Sell |
124,218
-2,035
| -2% | -$53.4K | 3.95% | 4 |
|
2023
Q2 | $3.38M | Buy |
+126,253
| New | +$3.38M | 3.41% | 7 |
|