Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $90K | Sell |
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|
2021
Q3 | $512K | Hold |
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|
2021
Q2 | $529K | Buy |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $453K | Hold |
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|
2019
Q3 | $425K | Sell |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $369K | Sell |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $349K | Buy |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $243K | Hold |
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|
2017
Q2 | $230K | Hold |
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|
2017
Q1 | $230K | Buy |
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|
2016
Q4 | $0 | Hold |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Buy |
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