Northwest Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.11K | Buy |
+104
| New | +$3.11K | ﹤0.01% | 537 |
|
|
2019
Q4 | – | Sell |
-3,668
| Closed | -$69K | – | 274 |
|
|
2019
Q3 | $69K | Buy |
+3,668
| New | +$69K | 0.02% | 196 |
|
|
2017
Q4 | – | Sell |
-3,668
| Closed | -$67K | – | 194 |
|
|
2017
Q3 | $67K | Hold |
3,668
| – | – | 0.03% | 156 |
|
|
2017
Q2 | $64K | Buy |
+3,668
| New | +$64K | 0.03% | 159 |
|