Provence Wealth Management Group’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
2023
Q3
Sell
2023
Q2
$252K Hold
2023
Q1
$243K Hold
2022
Q4
$234K Buy
2022
Q1
Sell
2021
Q4
$278K Buy