Liberty Wealth 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
Q2 | – | Sell |
-205,930
| Closed | -$5.16M | – | 204 |
|
|
2023
Q1 | $5.16M | Buy |
+205,930
| New | +$5.16M | 1.06% | 28 |
|
|
2021
Q4 | – | Sell |
-338
| Closed | -$9K | – | 493 |
|
|
2021
Q3 | $9K | Buy |
+338
| New | +$9K | ﹤0.01% | 836 |
|
|
2020
Q3 | – | Sell |
-658
| Closed | -$10K | – | 887 |
|
|
2020
Q2 | $10K | Buy |
+658
| New | +$10K | 0.01% | 490 |
|