Maryland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,478
| Closed | -$264K | – | 250 |
|
|
2021
Q4 | $264K | Buy |
+9,478
| New | +$264K | 0.01% | 231 |
|
|
2021
Q3 | – | Sell |
-8,866
| Closed | -$241K | – | 251 |
|
|
2021
Q2 | $241K | Buy |
+8,866
| New | +$241K | 0.01% | 229 |
|
|
2020
Q1 | – | Sell |
-10,438
| Closed | -$210K | – | 207 |
|
|
2019
Q4 | $210K | Buy |
+10,438
| New | +$210K | 0.02% | 174 |
|