GWSA
Global Wealth Strategies & Associates’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Buy |
382
+1
| +0.3% | +$29 | ﹤0.01% | 215 |
|
|
2025
Q1 | $10.4K | Sell |
381
-265
| -41% | -$7.25K | ﹤0.01% | 257 |
|
|
2024
Q4 | $19.2K | Buy |
646
+324
| +101% | +$9.62K | 0.01% | 168 |
|
|
2024
Q3 | $19.2K | Hold |
322
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $17.7K | Hold |
322
| – | – | 0.01% | 133 |
|
|
2024
Q1 | $18.4K | Hold |
322
| – | – | 0.01% | 135 |
|
|
2023
Q4 | $17.8K | Hold |
322
| – | – | 0.01% | 128 |
|
|
2023
Q3 | $15.6K | Hold |
322
| – | – | 0.01% | 130 |
|
|
2023
Q2 | $16.2K | Sell |
322
-19
| -6% | -$959 | 0.01% | 127 |
|
|
2023
Q1 | $16.6K | Buy |
341
+19
| +6% | +$925 | 0.01% | 127 |
|
|
2022
Q4 | $15K | Buy |
+322
| New | +$15K | 0.01% | 123 |
|