PS
Planned Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,816
| Closed | -$168K | – | 289 |
|
|
2024
Q3 | $168K | Buy |
+2,816
| New | +$168K | 0.07% | 133 |
|
|
2024
Q1 | – | Sell |
-2,645
| Closed | -$146K | – | 248 |
|
|
2023
Q4 | $146K | Buy |
+2,645
| New | +$146K | 0.07% | 122 |
|
|
2021
Q1 | – | Sell |
-1,439
| Closed | -$62K | – | 182 |
|
|
2020
Q4 | $62K | Hold |
1,439
| – | – | 0.05% | 165 |
|
|
2020
Q3 | $48K | Buy |
+1,439
| New | +$48K | 0.05% | 153 |
|