WestHill Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-263
| Closed | -$6.9K | – | 83 |
|
|
2023
Q3 | $6.9K | Hold |
263
| – | – | ﹤0.01% | 107 |
|
|
2023
Q2 | $7.04K | Hold |
263
| – | – | ﹤0.01% | 102 |
|
|
2023
Q1 | $6.85K | Hold |
263
| – | – | ﹤0.01% | 105 |
|
|
2022
Q4 | $6.52K | Hold |
263
| – | – | ﹤0.01% | 110 |
|
|
2022
Q3 | $6K | Hold |
263
| – | – | ﹤0.01% | 100 |
|
|
2022
Q2 | $7K | Sell |
263
-371
| -59% | -$9.88K | ﹤0.01% | 101 |
|
|
2022
Q1 | $18K | Hold |
634
| – | – | 0.01% | 101 |
|
|
2021
Q4 | $20K | Hold |
634
| – | – | 0.01% | 103 |
|
|
2021
Q3 | $20K | Buy |
+634
| New | +$20K | 0.01% | 88 |
|