Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 890 |
|
|
2024
Q2 | – | Sell |
-825
| Closed | -$22.9K | – | 823 |
|
|
2024
Q1 | $22.9K | Sell |
825
-203
| -20% | -$5.64K | ﹤0.01% | 484 |
|
|
2023
Q4 | $27.9K | Buy |
+1,028
| New | +$27.9K | ﹤0.01% | 401 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$1.04K | – | 844 |
|
|
2022
Q4 | $1.04K | Sell |
42
-365
| -90% | -$9.05K | ﹤0.01% | 764 |
|
|
2022
Q3 | $10K | Buy |
+407
| New | +$10K | ﹤0.01% | 580 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$2K | – | 831 |
|
|
2018
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 710 |
|
|
2018
Q1 | – | Sell |
-1,085
| Closed | -$32K | – | 967 |
|
|
2017
Q4 | $32K | Hold |
1,085
| – | – | 0.02% | 423 |
|
|
2017
Q3 | $31K | Buy |
+1,085
| New | +$31K | 0.02% | 400 |
|