Blue Bell Private Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $73K | Sell |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $82K | Sell |
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|
2018
Q4 | $82K | Buy |
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|
2018
Q3 | $19K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3K | Buy |
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