Sonora Investment Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Sell |
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|
2021
Q1 | $45K | Buy |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $27K | Buy |
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|
2020
Q2 | $3K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $6K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Sell |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9.12K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $9.3K | Buy |
|