DWM
Dechtman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $687K | Buy |
23,140
+2,225
| +11% | +$66.1K | 0.13% | 29 |
|
|
2024
Q3 | $1.25M | Sell |
20,915
-71,037
| -77% | -$4.23M | 0.26% | 21 |
|
|
2024
Q2 | $5.05M | Sell |
91,952
-1,570
| -2% | -$86.2K | 1.13% | 10 |
|
|
2024
Q1 | $5.33M | Sell |
93,522
-1,807
| -2% | -$103K | 1.24% | 11 |
|
|
2023
Q4 | $5.28M | Buy |
95,329
+67,109
| +238% | +$3.71M | 1.39% | 12 |
|
|
2023
Q3 | $1.37M | Buy |
28,220
+21,440
| +316% | +$1.04M | 0.41% | 14 |
|
|
2023
Q2 | $342K | Buy |
+6,780
| New | +$342K | 0.1% | 37 |
|