Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,676
| Closed | -$167K | – | 128 |
|
|
2017
Q1 | $167K | Buy |
+9,676
| New | +$167K | 0.11% | 83 |
|
|
2015
Q4 | – | Sell |
-8,920
| Closed | -$121K | – | 145 |
|
|
2015
Q3 | $121K | Hold |
8,920
| – | – | 0.08% | 101 |
|
|
2015
Q2 | $135K | Buy |
+8,920
| New | +$135K | 0.08% | 101 |
|
|
2015
Q1 | – | Sell |
-5,380
| Closed | -$80K | – | 143 |
|
|
2014
Q4 | $80K | Buy |
5,380
+1,590
| +42% | +$23.6K | 0.05% | 120 |
|
|
2014
Q3 | $52K | Buy |
+3,790
| New | +$52K | 0.03% | 157 |
|