PS
Planned Solutions’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,159
| Closed | -$118K | – | 293 |
|
|
2024
Q3 | $118K | Buy |
+3,159
| New | +$118K | 0.05% | 178 |
|
|
2024
Q1 | – | Sell |
-2,920
| Closed | -$98.5K | – | 252 |
|
|
2023
Q4 | $98.5K | Buy |
+2,920
| New | +$98.5K | 0.05% | 187 |
|
|
2021
Q1 | – | Sell |
-1,143
| Closed | -$33K | – | 184 |
|
|
2020
Q4 | $33K | Hold |
1,143
| – | – | 0.03% | 245 |
|
|
2020
Q3 | $28K | Buy |
+1,143
| New | +$28K | 0.03% | 195 |
|