Moisand Fitzgerald Tamayo’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27K | Hold |
|
|||||
|
2025
Q1 | $5.04K | Hold |
|
|||||
|
2024
Q4 | $5.46K | Hold |
|
|||||
|
2024
Q3 | $5.48K | Hold |
|
|||||
|
2024
Q2 | $5.05K | Hold |
|
|||||
|
2024
Q1 | $5.25K | Sell |
|
|||||
|
2023
Q4 | $7.53K | Buy |
|
|||||
|
2023
Q3 | $2.13K | Hold |
|
|||||
|
2023
Q2 | $2.22K | Hold |
|
|||||
|
2023
Q1 | $2.14K | Hold |
|
|||||
|
2022
Q4 | $2.06K | Hold |
|
|||||
|
2022
Q3 | $2K | Hold |
|
|||||
|
2022
Q2 | $2K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $2K | Hold |
|
|||||
|
2021
Q3 | $2K | Hold |
|
|||||
|
2021
Q2 | $2K | Hold |
|
|||||
|
2021
Q1 | $2K | Sell |
|
|||||
|
2020
Q4 | $16K | Buy |
|