QWM
Quadcap Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Hold |
20,314
| – | – | 0.07% | 234 |
|
|
2025
Q1 | $556K | Sell |
20,314
-244
| -1% | -$6.68K | 0.08% | 222 |
|
|
2024
Q4 | $611K | Buy |
20,558
+10,279
| +100% | +$305K | 0.09% | 211 |
|
|
2024
Q3 | $612K | Sell |
10,279
-583
| -5% | -$34.7K | 0.1% | 217 |
|
|
2024
Q2 | $597K | Buy |
+10,862
| New | +$597K | 0.11% | 209 |
|