Financial Architects (New Jersey)’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.08M | Sell |
|
|||||
2023
Q1 | $2.01M | Sell |
|
|||||
2022
Q4 | $1.98M | Sell |
|
|||||
2022
Q3 | $1.82M | Buy |
|
|||||
2022
Q2 | – | Sell |
|
|||||
2022
Q1 | $2.42M | Sell |
|
|||||
2021
Q4 | $2.59M | Sell |
|
|||||
2021
Q3 | $2.48M | Sell |
|
|||||
2021
Q2 | $2.7M | Sell |
|
|||||
2021
Q1 | $2.54M | Sell |
|
|||||
2020
Q4 | $2.27M | Sell |
|
|||||
2020
Q3 | $2.11M | Sell |
|
|||||
2020
Q2 | $2.33M | Sell |
|
|||||
2020
Q1 | $2.15M | Buy |
|
|||||
2019
Q4 | $3.34M | Buy |
|
|||||
2019
Q3 | $2.99M | Buy |
|
|||||
2019
Q2 | $2.91M | Sell |
|
|||||
2019
Q1 | $2.9M | Sell |
|
|||||
2018
Q4 | $2.57M | Buy |
|
|||||
2018
Q3 | $2.92M | Buy |
|
|||||
2018
Q2 | $2.85M | Buy |
|
|||||
2018
Q1 | $2.36M | Buy |
|
|||||
2017
Q4 | $2.39M | Buy |
|
|||||
2017
Q3 | $2.2M | Buy |
|
|||||
2017
Q2 | $2.09M | Buy |
|
|||||
2017
Q1 | $1.92M | Buy |
|
|||||
2016
Q4 | $1.76M | Buy |
|
|||||
2016
Q3 | $1.59M | Buy |
|
|||||
2016
Q2 | $1.43M | Buy |
|
|||||
2016
Q1 | $1.36M | Sell |
|
|||||
2015
Q4 | $1.34M | Buy |
|
|||||
2015
Q3 | $1.04M | Buy |
|
|||||
2015
Q2 | $1.04M | Buy |
|
|||||
2015
Q1 | $344K | Buy |
|
|||||
2014
Q4 | $17K | Buy |
|
|||||
2014
Q3 | $15K | Buy |
|
|||||
2014
Q2 | $16K | Buy |
|