Destination Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,492
| Closed | -$28K | – | 258 |
|
|
2019
Q2 | $28K | Buy |
+1,492
| New | +$28K | ﹤0.01% | 344 |
|
|
2019
Q1 | – | Sell |
-2,818
| Closed | -$46K | – | 689 |
|
|
2018
Q4 | $46K | Sell |
2,818
-414
| -13% | -$6.76K | ﹤0.01% | 264 |
|
|
2018
Q3 | $66K | Sell |
3,232
-1,496
| -32% | -$30.6K | ﹤0.01% | 252 |
|
|
2018
Q2 | $94K | Buy |
4,728
+4,706
| +21,391% | +$93.6K | 0.01% | 190 |
|
|
2018
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 539 |
|