IAG Wealth Partners’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 | $1.2K | Hold |
42
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $1.15K | Buy |
+42
| New | +$1.15K | ﹤0.01% | 465 |
|
|
2022
Q4 | – | Sell |
-198
| Closed | -$4K | – | 461 |
|
|
2022
Q3 | $4K | Hold |
198
| – | – | ﹤0.01% | 358 |
|
|
2022
Q2 | $4K | Hold |
198
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $5K | Buy |
+198
| New | +$5K | ﹤0.01% | 355 |
|