Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,318
| Closed | -$1.01M | – | 982 |
|
|
2023
Q4 | $1.01M | Buy |
+36,318
| New | +$1.01M | 0.02% | 891 |
|
|
2019
Q1 | – | Sell |
-65,056
| Closed | -$1.07M | – | 964 |
|
|
2018
Q4 | $1.07M | Sell |
65,056
-2,940
| -4% | -$48.3K | 0.05% | 287 |
|
|
2018
Q3 | $1.38M | Sell |
67,996
-298
| -0.4% | -$6.07K | 0.05% | 309 |
|
|
2018
Q2 | $1.36M | Buy |
68,294
+84
| +0.1% | +$1.68K | 0.06% | 311 |
|
|
2018
Q1 | $1.27M | Buy |
+68,210
| New | +$1.27M | 0.06% | 297 |
|