WR Wealth Planners’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
Q4 | $378K | Hold |
11,382
| – | – | 0.12% | 110 |
|
|
2024
Q3 | $425K | Sell |
11,382
-701
| -6% | -$26.2K | 0.12% | 114 |
|
|
2024
Q2 | $423K | Sell |
12,083
-733
| -6% | -$25.7K | 0.13% | 106 |
|
|
2024
Q1 | $456K | Sell |
12,816
-836
| -6% | -$29.8K | 0.14% | 101 |
|
|
2023
Q4 | $460K | Sell |
13,652
-82
| -0.6% | -$2.77K | 0.17% | 109 |
|
|
2023
Q3 | $435K | Buy |
13,734
+615
| +5% | +$19.5K | 0.17% | 101 |
|
|
2023
Q2 | $424K | Buy |
13,119
+10,945
| +503% | +$353K | 0.16% | 102 |
|
|
2023
Q1 | $68K | Buy |
+2,174
| New | +$68K | 0.03% | 280 |
|