United Capital Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $522K | Buy |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $814K | Sell |
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|
2019
Q3 | $838K | Buy |
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|
2019
Q2 | $852K | Sell |
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|
2019
Q1 | $825K | Buy |
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|
2018
Q4 | $765K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1M | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $877K | Sell |
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|
2016
Q1 | $919K | Sell |
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|
2015
Q4 | $1.13M | Sell |
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|
2015
Q3 | $1.43M | Buy |
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|
2015
Q2 | $1.2M | Buy |
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