WealthShield Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Buy |
37,438
+5,941
| +19% | +$238K | 0.18% | 131 |
|
2025
Q1 | $1.14M | Buy |
31,497
+2,300
| +8% | +$83.1K | 0.15% | 150 |
|
2024
Q4 | $970K | Buy |
29,197
+967
| +3% | +$32.1K | 0.14% | 153 |
|
2024
Q3 | $1.05M | Buy |
28,230
+9,615
| +52% | +$359K | 0.14% | 151 |
|
2024
Q2 | $658K | Sell |
18,615
-8,132
| -30% | -$287K | 0.1% | 179 |
|
2024
Q1 | $952K | Buy |
26,747
+1,181
| +5% | +$42.1K | 0.15% | 146 |
|
2023
Q4 | $862K | Buy |
25,566
+2,476
| +11% | +$83.5K | 0.14% | 154 |
|
2023
Q3 | $731K | Buy |
23,090
+2,815
| +14% | +$89.1K | 0.11% | 177 |
|
2023
Q2 | $655K | Buy |
20,275
+1,847
| +10% | +$59.6K | 0.1% | 187 |
|
2023
Q1 | $576K | Buy |
18,428
+1,611
| +10% | +$50.4K | 0.09% | 191 |
|
2022
Q4 | $489K | Sell |
16,817
-2,008
| -11% | -$58.4K | 0.09% | 199 |
|
2022
Q3 | $473K | Buy |
18,825
+1,212
| +7% | +$30.5K | 0.09% | 199 |
|
2022
Q2 | $499K | Buy |
17,613
+1,790
| +11% | +$50.7K | 0.1% | 198 |
|
2022
Q1 | $510K | Buy |
15,823
+3,573
| +29% | +$115K | 0.08% | 230 |
|
2021
Q4 | $398K | Buy |
12,250
+3,387
| +38% | +$110K | 0.07% | 209 |
|
2021
Q3 | $291K | Buy |
8,863
+2,864
| +48% | +$94K | 0.08% | 192 |
|
2021
Q2 | $200K | Buy |
5,999
+1,691
| +39% | +$56.4K | 0.03% | 260 |
|
2021
Q1 | $138K | Buy |
+4,308
| New | +$138K | 0.02% | 302 |
|