EWP
Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73K | Hold |
95
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $2.6K | Hold |
95
| – | – | ﹤0.01% | 430 |
|
|
2024
Q4 | $2.81K | Buy |
95
+48
| +102% | +$1.42K | ﹤0.01% | 432 |
|
|
2024
Q3 | $2.81K | Hold |
47
| – | – | ﹤0.01% | 414 |
|
|
2024
Q2 | $2.58K | Hold |
47
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $2.68K | Hold |
47
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $2.28K | Hold |
47
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $2.28K | Sell |
47
-18
| -28% | -$873 | ﹤0.01% | 293 |
|
|
2023
Q2 | $3.28K | Buy |
+65
| New | +$3.28K | ﹤0.01% | 293 |
|