Kalos 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
2023
Q3
Sell
-2,174
Closed -$54.8K 16
2023
Q2
$54.8K Sell
2,174
-68
-3% -$1.72K 0.12% 65
2023
Q1
$54.6K Sell
2,242
-822
-27% -$20K 0.11% 88
2022
Q4
$71.6K Buy
+3,064
New +$71.6K 0.16% 56