Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38K | Hold |
48
| – | – | ﹤0.01% | 1401 |
|
|
2025
Q1 | $1.32K | Sell |
48
-462
| -91% | -$12.7K | ﹤0.01% | 1386 |
|
|
2024
Q4 | $15.1K | Buy |
+510
| New | +$15.1K | ﹤0.01% | 840 |
|
|
2020
Q1 | – | Sell |
-47,314
| Closed | -$952K | – | 978 |
|
|
2019
Q4 | $952K | Buy |
47,314
+47,290
| +197,042% | +$952K | 0.18% | 27 |
|
|
2019
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 1065 |
|
|
2019
Q2 | – | Sell |
-426
| Closed | -$8K | – | 1078 |
|
|
2019
Q1 | $8K | Buy |
+426
| New | +$8K | ﹤0.01% | 808 |
|