A detailed history of Avion Wealth transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Avion Wealth holds 85 shares of FNDC stock, worth $3,174. This represents 0.0% of its overall portfolio holdings.

Number of Shares
85
Previous 85 -0.0%
Holding current value
$3,174
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$33.21 - $35.58 $797 - $853
-24 Reduced 22.02%
85 $4,000
Q3 2023

Oct 20, 2023

BUY
$32.07 - $34.74 $769 - $833
24 Added 28.24%
109 $3,000
Q3 2021

Nov 01, 2021

BUY
$37.86 - $40.67 $3,218 - $3,456
85 New
85 $3,000
Q2 2020

Jul 29, 2020

SELL
$22.23 - $29.49 $3,134 - $4,158
-141 Closed
0 $0
Q1 2020

Apr 08, 2020

BUY
$20.56 - $33.46 $2,898 - $4,717
141 New
141 $3,000

Others Institutions Holding FNDC

About SCHWAB FUNDAMENTAL INTL SMALL


  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.