ACA
Ackerman Capital Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-118,205
| Closed | -$4.76M | – | 121 |
|
|
2019
Q4 | $4.76M | Sell |
118,205
-6,575
| -5% | -$265K | 1.41% | 14 |
|
|
2019
Q3 | $4.71M | Buy |
124,780
+1,909
| +2% | +$72.1K | 1.63% | 15 |
|
|
2019
Q2 | $4.63K | Sell |
122,871
-2,385
| -2% | -$90 | 0.02% | 58 |
|
|
2019
Q1 | $4.67K | Buy |
125,256
+4,598
| +4% | +$171 | 0.02% | 55 |
|
|
2018
Q4 | $3.96K | Buy |
+120,658
| New | +$3.96K | 0.31% | 54 |
|
|
2018
Q1 | $5.18M | Sell |
136,601
-28,996
| -18% | -$1.1M | 2.08% | 18 |
|
|
2017
Q4 | $6.01M | Buy |
+165,597
| New | +$6.01M | 2.55% | 16 |
|
|
2017
Q2 | $7.42M | Buy |
+213,500
| New | +$7.42M | 3.1% | 9 |
|