CTFG
Capstone Triton Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,036
| Closed | -$224K | – | 109 |
|
|
2021
Q4 | $224K | Hold |
4,036
| – | – | 0.45% | 75 |
|
|
2021
Q3 | $224K | Sell |
4,036
-237
| -6% | -$13.2K | 0.13% | 110 |
|
|
2021
Q2 | $232K | Sell |
4,273
-69
| -2% | -$3.75K | 0.14% | 109 |
|
|
2021
Q1 | $220K | Buy |
4,342
+989
| +29% | +$50.1K | 0.15% | 104 |
|
|
2020
Q4 | $144K | Buy |
+3,353
| New | +$144K | 0.09% | 134 |
|