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DWM Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

DWM Financial Group’s Portfolio FNDA Stock Details FNDA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-184,612
Closed -$4.78M – 25
2020
Q1 		$4.78M Sell
184,612
-40,886
-18% -$1.06M 10.49% 4
2019
Q4 		$9.07M Buy
+225,498
New +$9.07M 9.24% 3