Clear Point Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-110
Closed -$3.27K 260
2024
Q3
$3.27K Hold
110
﹤0.01% 416
2024
Q2
$3.01K Hold
110
﹤0.01% 419
2024
Q1
$3.12K Buy
110
+6
+6% +$170 ﹤0.01% 412
2023
Q4
$2.86K Buy
+104
New +$2.86K ﹤0.01% 402