Elevation Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.02K | Buy |
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|
2025
Q3 | $2.97K | Hold |
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|
2025
Q2 | $2.73K | Hold |
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|
2025
Q1 | $2.6K | Hold |
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|
2024
Q4 | $2.81K | Buy |
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|
2024
Q3 | $2.81K | Hold |
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|
2024
Q2 | $2.58K | Hold |
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|
2024
Q1 | $2.68K | Hold |
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|
2023
Q4 | $2.28K | Hold |
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|
2023
Q3 | $2.28K | Sell |
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|
2023
Q2 | $3.28K | Buy |
|