Upper Left Wealth Management, LLC Schwab Fundamental Intl Small Transaction History

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 11,942 shares of FNDC stock, worth $438,151. This represents 0.33% of its overall portfolio holdings.

Number of Shares
11,942
Previous 12,172 1.89%
Holding current value
$438,151
Previous $415,000 5.06%
% of portfolio
0.33%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$33.34 - $37.44 $7,668 - $8,611
-230 Reduced 1.89%
11,942 $436,000
Q2 2024

Jul 25, 2024
BUY
$33.97 - $36.16 $116,822 - $124,354
3,439 Added 39.38%
12,172 $423,000
Q1 2024

Apr 23, 2024
SELL
$33.21 - $35.58 $38,490 - $41,237
-1,159 Reduced 11.72%
8,733 $309,000
Q4 2023

Jan 23, 2024
BUY
$30.23 - $34.87 $10,973 - $12,657
363 Added 3.81%
9,892 $344,000
Q3 2023

Oct 25, 2023
SELL
$32.07 - $34.74 $14,976 - $16,223
-467 Reduced 4.67%
9,529 $306,000
Q2 2023

Jul 25, 2023
SELL
$32.33 - $34.2 $11,962 - $12,654
-370 Reduced 3.57%
9,996 $331,000
Q1 2023

Apr 25, 2023
SELL
$31.23 - $34.09 $107,399 - $117,235
-3,439 Reduced 24.91%
10,366 $343,000
Q4 2022

Jan 17, 2023
BUY
$26.94 - $32.1 $7,812 - $9,309
290 Added 2.15%
13,805 $0
Q3 2022

Nov 01, 2022
SELL
$27.09 - $32.72 $65,422 - $79,018
-2,415 Reduced 15.16%
13,515 $375,000
Q2 2022

Jul 08, 2022
SELL
$30.1 - $35.8 $13,394 - $15,930
-445 Reduced 2.72%
15,930 $484,000
Q4 2021

Feb 15, 2022
BUY
$36.2 - $39.91 $592,775 - $653,526
16,375 New
16,375 $617,000

Others Institutions Holding FNDC

# of Institutions
269
Shares Held
58M
Call Options Held
2.2K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
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