Focused Wealth Management’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 |
-62
| Closed | -$1.45K | – | 1048 |
|
|
2022
Q4 | $1.45K | Hold |
62
| – | – | ﹤0.01% | 779 |
|
|
2022
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 803 |
|
|
2022
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 779 |
|
|
2022
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 731 |
|
|
2021
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 762 |
|
|
2021
Q3 | $2K | Sell |
62
-60
| -49% | -$1.94K | ﹤0.01% | 748 |
|
|
2021
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 723 |
|
|
2021
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 707 |
|
|
2020
Q4 | $3K | Buy |
122
+62
| +103% | +$1.53K | ﹤0.01% | 664 |
|
|
2020
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 675 |
|