SMA
Sage Mountain Advisors’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
Q1 | – | Sell |
-63
| Closed | -$2.13K | – | 414 |
|
|
2023
Q4 | $2.13K | Hold |
63
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $2.03K | Buy |
+63
| New | +$2.03K | ﹤0.01% | 345 |
|
|
2022
Q1 | – | Sell |
-213
| Closed | -$7K | – | 650 |
|
|
2021
Q4 | $7K | Buy |
+213
| New | +$7K | ﹤0.01% | 675 |
|