Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Sell |
513
-2,565
| -83% | -$73.5K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $84.3K | Buy |
3,078
+2,944
| +2,197% | +$80.6K | ﹤0.01% | 889 |
|
|
2024
Q4 | $3.98K | Hold |
134
| – | – | ﹤0.01% | 1473 |
|
|
2024
Q3 | $3.99K | Hold |
134
| – | – | ﹤0.01% | 1449 |
|
|
2024
Q2 | $3.68K | Buy |
+134
| New | +$3.68K | ﹤0.01% | 1448 |
|
|
2022
Q3 | – | Sell |
-1,072
| Closed | -$24K | – | 2038 |
|
|
2022
Q2 | $24K | Buy |
+1,072
| New | +$24K | ﹤0.01% | 1343 |
|
|
2020
Q1 | – | Sell |
-3,900
| Closed | -$78K | – | 1378 |
|
|
2019
Q4 | $78K | Buy |
+3,900
| New | +$78K | ﹤0.01% | 801 |
|
|
2018
Q4 | – | Sell |
-3,900
| Closed | -$79K | – | 815 |
|
|
2018
Q3 | $79K | Buy |
+3,900
| New | +$79K | ﹤0.01% | 801 |
|