Sugarloaf Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $361K | Buy |
10,856
+316
| +3% | +$10.5K | 0.07% | 116 |
|
|
2024
Q3 | $394K | Buy |
10,540
+95
| +0.9% | +$3.55K | 0.07% | 109 |
|
|
2024
Q2 | $366K | Hold |
10,445
| – | – | 0.07% | 102 |
|
|
2024
Q1 | $372K | Hold |
10,445
| – | – | 0.08% | 105 |
|
|
2023
Q4 | $352K | Buy |
10,445
+242
| +2% | +$8.16K | 0.08% | 99 |
|
|
2023
Q3 | $323K | Hold |
10,203
| – | – | 0.08% | 96 |
|
|
2023
Q2 | $329K | Buy |
+10,203
| New | +$329K | 0.08% | 96 |
|