D'Orazio & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,378
| Closed | -$36K | – | 315 |
|
|
2021
Q3 | $36K | Buy |
+1,378
| New | +$36K | 0.01% | 253 |
|
|
2021
Q2 | – | Sell |
-60
| Closed | -$2K | – | 393 |
|
|
2021
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 343 |
|
|
2017
Q3 | – | Sell |
-140
| Closed | -$2K | – | 286 |
|
|
2017
Q2 | $2K | Buy |
+140
| New | +$2K | ﹤0.01% | 296 |
|