LGWM
Litman Gregory Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,501
| Closed | -$127K | – | 104 |
|
|
2021
Q1 | $127K | Buy |
2,501
+267
| +12% | +$13.6K | 0.02% | 67 |
|
|
2020
Q4 | $96K | Hold |
2,234
| – | – | 0.02% | 76 |
|
|
2020
Q3 | $74K | Hold |
2,234
| – | – | 0.02% | 79 |
|
|
2020
Q2 | $71K | Hold |
2,234
| – | – | 0.02% | 79 |
|
|
2020
Q1 | $58K | Sell |
2,234
-1,498
| -40% | -$38.9K | 0.01% | 76 |
|
|
2019
Q4 | $150K | Buy |
+3,732
| New | +$150K | 0.03% | 55 |
|