Cedar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $49.2K | Hold |
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|
2023
Q1 | $47.5K | Hold |
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|
2022
Q4 | $45.6K | Sell |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $915K | Sell |
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|
2020
Q2 | $892K | Sell |
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|
2020
Q1 | $897K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $554K | Buy |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $2K | Buy |
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