M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.5K | Hold |
84
| – | – | ﹤0.01% | 499 |
|
|
2024
Q2 | $2.31K | Hold |
84
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $2.4K | Sell |
84
-74
| -47% | -$2.11K | ﹤0.01% | 488 |
|
|
2023
Q4 | $4.37K | Hold |
158
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $3.83K | Buy |
158
+24
| +18% | +$582 | ﹤0.01% | 491 |
|
|
2023
Q2 | $3.38K | Buy |
+134
| New | +$3.38K | ﹤0.01% | 490 |
|