MGO Private Wealth’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
Q1
Sell
-10,096
Closed -$236K 82
2022
Q4
$236K Sell
10,096
-156
-2% -$3.64K 0.11% 112
2022
Q3
$218K Buy
+10,252
New +$218K 0.1% 122