KWAG
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Kiely Wealth Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Kiely Wealth Advisory Group’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$11.8K Sell
388
-388
-50% -$11.8K 0.01% 190
2024
Q3 		$12.3K Buy
776
+388
+100% +$6.13K 0.01% 190
2024
Q2 		$10.8K Hold
388
– – 0.01% 180
2024
Q1 		$10.6K Hold
388
– – 0.01% 167
2023
Q4 		$10.6K Buy
+388
New +$10.6K 0.01% 166