RWA
Rainsberger Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.03M | Sell |
108,870
-678
| -0.6% | -$37.5K | 3.29% | 10 |
|
|
2023
Q3 | $5.31M | Buy |
109,548
+1,509
| +1% | +$73.2K | 3.26% | 9 |
|
|
2023
Q2 | $5.45M | Sell |
108,039
-4,045
| -4% | -$204K | 3.29% | 10 |
|
|
2023
Q1 | $5.46M | Buy |
112,084
+1,569
| +1% | +$76.4K | 3.24% | 10 |
|
|
2022
Q4 | $5.16M | Sell |
110,515
-2,202
| -2% | -$103K | 3.28% | 9 |
|
|
2022
Q3 | $4.79M | Sell |
112,717
-1,498
| -1% | -$63.7K | 3.29% | 10 |
|
|
2022
Q2 | $5.17M | Buy |
114,215
+982
| +0.9% | +$44.4K | 3.78% | 8 |
|
|
2022
Q1 | $6.05M | Sell |
113,233
-1,854
| -2% | -$99.1K | 3.88% | 9 |
|
|
2021
Q4 | $6.4M | Buy |
+115,087
| New | +$6.4M | 3.76% | 9 |
|