Evoke Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,210
| Closed | -$239K | – | 360 |
|
|
2022
Q4 | $239K | Hold |
10,210
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $217K | Hold |
10,210
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $231K | Hold |
10,210
| – | – | 0.01% | 296 |
|
|
2022
Q1 | $273K | Hold |
10,210
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $284K | Buy |
+10,210
| New | +$284K | 0.01% | 313 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$10K | – | 1190 |
|
|
2021
Q1 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 691 |
|