CWP
Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-56
| Closed | -$2.73K | – | 892 |
|
|
2023
Q3 | $2.73K | Hold |
56
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $2.83K | Hold |
56
| – | – | ﹤0.01% | 812 |
|
|
2023
Q1 | $2.72K | Hold |
56
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $2.6K | Buy |
+56
| New | +$2.6K | ﹤0.01% | 893 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$2K | – | 504 |
|
|
2022
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1047 |
|