Personal Capital Advisors’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 | $307K | Sell |
13,140
-324
| -2% | -$7.57K | ﹤0.01% | 378 |
|
|
2022
Q3 | $286K | Sell |
13,464
-464
| -3% | -$9.86K | ﹤0.01% | 365 |
|
|
2022
Q2 | $315K | Sell |
13,928
-394
| -3% | -$8.91K | ﹤0.01% | 344 |
|
|
2022
Q1 | $383K | Sell |
14,322
-7,048
| -33% | -$188K | ﹤0.01% | 344 |
|
|
2021
Q4 | $587K | Buy |
21,370
+11,574
| +118% | +$318K | ﹤0.01% | 313 |
|
|
2021
Q3 | $258K | Buy |
9,796
+1,238
| +14% | +$32.6K | ﹤0.01% | 436 |
|
|
2021
Q2 | $233K | Sell |
8,558
-1,456
| -15% | -$39.6K | ﹤0.01% | 451 |
|
|
2021
Q1 | $254K | Buy |
+10,014
| New | +$254K | ﹤0.01% | 421 |
|