Baystate Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,904
| Closed | -$25K | – | 676 |
|
|
2020
Q1 | $25K | Buy |
1,904
+444
| +30% | +$5.83K | ﹤0.01% | 258 |
|
|
2019
Q4 | $29K | Buy |
+1,460
| New | +$29K | ﹤0.01% | 280 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | -$2K | – | 679 |
|
|
2018
Q4 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 507 |
|