Oxford Financial Group’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
Q4 | – | Sell |
-428
| Closed | -$9K | – | 264 |
|
|
2022
Q3 | $9K | Hold |
428
| – | – | ﹤0.01% | 222 |
|
|
2022
Q2 | $10K | Hold |
428
| – | – | ﹤0.01% | 243 |
|
|
2022
Q1 | $11K | Hold |
428
| – | – | ﹤0.01% | 241 |
|
|
2021
Q4 | $12K | Hold |
428
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $11K | Hold |
428
| – | – | ﹤0.01% | 235 |
|
|
2021
Q2 | $12K | Buy |
+428
| New | +$12K | ﹤0.01% | 213 |
|