Southern Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $342K | Sell |
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|
2021
Q3 | $2.37M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $2.36M | Buy |
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|
2019
Q4 | $2.48M | Buy |
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