Gratus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $594K | Sell |
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|
2020
Q4 | $543K | Sell |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $498K | Sell |
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|
2019
Q2 | $523K | Sell |
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|
2019
Q1 | $575K | Sell |
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|
2018
Q4 | $577K | Buy |
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|
2018
Q3 | $619K | Buy |
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