American Economic Planning Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.16M | Buy |
114,134
+38,194
| +50% | +$723K | 0.59% | 17 |
|
|
2019
Q2 | $1.43M | Buy |
75,940
+2,204
| +3% | +$41.5K | 0.43% | 22 |
|
|
2019
Q1 | $1.37M | Buy |
73,736
+2,674
| +4% | +$49.8K | 0.43% | 22 |
|
|
2018
Q4 | $1.17M | Buy |
71,062
+1,706
| +2% | +$28K | 0.38% | 27 |
|
|
2018
Q3 | $1.41M | Buy |
69,356
+308
| +0.4% | +$6.27K | 0.5% | 20 |
|
|
2018
Q2 | $1.38M | Buy |
69,048
+838
| +1% | +$16.7K | 0.51% | 18 |
|
|
2018
Q1 | $1.27M | Buy |
+68,210
| New | +$1.27M | 0.46% | 22 |
|