AEPWM
Atlantic Edge Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$55 | – | 513 |
|
|
2025
Q1 | $55 | Hold |
2
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $60 | Buy |
2
+1
| +100% | +$30 | ﹤0.01% | 479 |
|
|
2024
Q3 | $60 | Hold |
1
| – | – | ﹤0.01% | 491 |
|
|
2024
Q2 | $55 | Buy |
+1
| New | +$55 | ﹤0.01% | 480 |
|
|
2024
Q1 | – | Sell |
-44
| Closed | -$2.44K | – | 494 |
|
|
2023
Q4 | $2.44K | Buy |
+44
| New | +$2.44K | ﹤0.01% | 410 |
|