Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $19.5K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $22K | Sell |
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|
2019
Q4 | $298K | Buy |
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