Tanglewood 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
Q2 | – | Sell |
-5,723
| Closed | -$204K | – | 31 |
|
|
2024
Q1 | $204K | Buy |
+5,723
| New | +$204K | 0.03% | 33 |
|
|
2023
Q3 | – | Sell |
-7,201
| Closed | -$233K | – | 26 |
|
|
2023
Q2 | $233K | Buy |
+7,201
| New | +$233K | 0.03% | 28 |
|
|
2023
Q1 | – | Sell |
-20,623
| Closed | -$600K | – | 34 |
|
|
2022
Q4 | $600K | Buy |
20,623
+7,124
| +53% | +$207K | 0.09% | 28 |
|
|
2022
Q3 | $340K | Buy |
+13,499
| New | +$340K | 0.05% | 27 |
|