SMA
Sage Mountain 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60
| Closed | -$3.32K | – | 412 |
|
|
2023
Q4 | $3.32K | Hold |
60
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $2.91K | Hold |
60
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $3.03K | Buy |
+60
| New | +$3.03K | ﹤0.01% | 340 |
|
|
2022
Q1 | – | Sell |
-271
| Closed | -$15K | – | 648 |
|
|
2021
Q4 | $15K | Buy |
+271
| New | +$15K | ﹤0.01% | 658 |
|