Upper Left Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $453K | Hold |
|
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|
2024
Q2 | $423K | Buy |
|
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|
2024
Q1 | $310K | Sell |
|
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $585K | Hold |
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|
2021
Q4 | $617K | Buy |
|