Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.92K | Buy |
+239
| New | +$5.92K | ﹤0.01% | 785 |
|
|
2022
Q3 | – | Sell |
-125
| Closed | -$3K | – | 1036 |
|
|
2022
Q2 | $3K | Sell |
125
-396
| -76% | -$9.5K | ﹤0.01% | 860 |
|
|
2022
Q1 | $15K | Hold |
521
| – | – | ﹤0.01% | 647 |
|
|
2021
Q4 | $16K | Hold |
521
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $17K | Buy |
521
+396
| +317% | +$12.9K | ﹤0.01% | 631 |
|
|
2021
Q2 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 820 |
|
|
2020
Q1 | – | Sell |
-81
| Closed | -$2K | – | 820 |
|
|
2019
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 770 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | – | – | 730 |
|
|
2019
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 771 |
|
|
2018
Q4 | – | Sell |
-900
| Closed | -$26K | – | 764 |
|
|
2018
Q3 | $26K | Hold |
900
| – | – | ﹤0.01% | 457 |
|
|
2018
Q2 | $25K | Buy |
+900
| New | +$25K | ﹤0.01% | 457 |
|
|
2017
Q1 | – | Sell |
-24,598
| Closed | -$588K | – | 758 |
|
|
2016
Q4 | $588K | Buy |
+24,598
| New | +$588K | 0.09% | 128 |
|