JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $226K | Buy |
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