SOA Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-110
| Closed | -$3.14K | – | 876 |
|
|
2024
Q1 | $3.14K | Hold |
110
| – | – | ﹤0.01% | 657 |
|
|
2023
Q4 | $3.04K | Hold |
110
| – | – | ﹤0.01% | 651 |
|
|
2023
Q3 | $2.67K | Hold |
110
| – | – | ﹤0.01% | 684 |
|
|
2023
Q2 | $2.78K | Hold |
110
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $2.68K | Hold |
110
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $2.57K | Hold |
110
| – | – | ﹤0.01% | 708 |
|
|
2022
Q3 | $2K | Hold |
110
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $2K | Hold |
110
| – | – | ﹤0.01% | 695 |
|
|
2022
Q1 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 794 |
|