Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,056
| Closed | -$82K | – | 157 |
|
|
2022
Q1 | $82K | Hold |
3,056
| – | – | 0.06% | 140 |
|
|
2021
Q4 | $85K | Hold |
3,056
| – | – | 0.06% | 135 |
|
|
2021
Q3 | $80K | Hold |
3,056
| – | – | 0.06% | 138 |
|
|
2021
Q2 | $83K | Hold |
3,056
| – | – | 0.06% | 133 |
|
|
2021
Q1 | $77K | Hold |
3,056
| – | – | 0.06% | 134 |
|
|
2020
Q4 | $66K | Buy |
+3,056
| New | +$66K | 0.06% | 142 |
|