Arkadios Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-128
| Closed | -$3K | – | 993 |
|
2021
Q3 | $3K | Hold |
128
| – | – | ﹤0.01% | 1702 |
|
2021
Q2 | $3K | Hold |
128
| – | – | ﹤0.01% | 1813 |
|
2021
Q1 | $3K | Hold |
128
| – | – | ﹤0.01% | 1461 |
|
2020
Q4 | $2K | Hold |
128
| – | – | ﹤0.01% | 1250 |
|
2020
Q3 | $2.28K | Hold |
128
| – | – | ﹤0.01% | 931 |
|
2020
Q2 | $2.01K | Hold |
128
| – | – | ﹤0.01% | 870 |
|
2020
Q1 | $1.66K | Hold |
128
| – | – | ﹤0.01% | 932 |
|
2019
Q4 | $2.58K | Buy |
+128
| New | +$2.58K | ﹤0.01% | 791 |
|