Shine Investment Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $42K | Hold |
2,530
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $40K | Sell |
2,530
-288
| -10% | -$4.55K | 0.01% | 336 |
|
|
2020
Q1 | $36K | Buy |
2,818
+762
| +37% | +$9.74K | 0.02% | 320 |
|
|
2019
Q4 | $41K | Hold |
2,056
| – | – | 0.02% | 359 |
|
|
2019
Q3 | $39K | Hold |
2,056
| – | – | 0.02% | 353 |
|
|
2019
Q2 | $39K | Hold |
2,056
| – | – | 0.02% | 347 |
|
|
2019
Q1 | $38K | Hold |
2,056
| – | – | 0.02% | 354 |
|
|
2018
Q4 | $34K | Buy |
+2,056
| New | +$34K | 0.02% | 337 |
|