MFT
Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27K | Hold |
184
| – | – | ﹤0.01% | 408 |
|
|
2025
Q1 | $5.04K | Hold |
184
| – | – | ﹤0.01% | 408 |
|
|
2024
Q4 | $5.47K | Buy |
184
+92
| +100% | +$2.73K | ﹤0.01% | 407 |
|
|
2024
Q3 | $5.48K | Hold |
92
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $5.05K | Hold |
92
| – | – | ﹤0.01% | 386 |
|
|
2024
Q1 | $5.25K | Sell |
92
-44
| -32% | -$2.51K | ﹤0.01% | 377 |
|
|
2023
Q4 | $7.53K | Buy |
136
+92
| +209% | +$5.09K | ﹤0.01% | 370 |
|
|
2023
Q3 | $2.13K | Hold |
44
| – | – | ﹤0.01% | 549 |
|
|
2023
Q2 | $2.22K | Hold |
44
| – | – | ﹤0.01% | 532 |
|
|
2023
Q1 | $2.14K | Hold |
44
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $2.06K | Hold |
44
| – | – | ﹤0.01% | 557 |
|
|
2022
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 407 |
|
|
2022
Q1 | – | Sell |
-44
| Closed | -$2K | – | 549 |
|
|
2021
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 339 |
|
|
2021
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 330 |
|
|
2021
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $2K | Sell |
44
-333
| -88% | -$15.1K | ﹤0.01% | 302 |
|
|
2020
Q4 | $16K | Buy |
+377
| New | +$16K | 0.01% | 183 |
|