CreativeOne Wealth’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 | – | Sell |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $347K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $471K | Sell |
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|
2019
Q1 | $920K | Sell |
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|
2018
Q4 | $3.82M | Sell |
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|
2018
Q3 | $8.38M | Sell |
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|
2018
Q2 | $11.3M | Sell |
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|
2018
Q1 | $13.8M | Buy |
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