Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
524
+166
| +46% | +$4.76K | ﹤0.01% | 1601 |
|
|
2025
Q1 | $9.82K | Hold |
358
| – | – | ﹤0.01% | 1840 |
|
|
2024
Q4 | $10.6K | Hold |
358
| – | – | ﹤0.01% | 1814 |
|
|
2024
Q3 | $10.6K | Sell |
358
-1,278
| -78% | -$38K | ﹤0.01% | 1608 |
|
|
2024
Q2 | $44.9K | Sell |
1,636
-56
| -3% | -$1.54K | ﹤0.01% | 1156 |
|
|
2024
Q1 | $48.3K | Buy |
1,692
+1,336
| +375% | +$38.1K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $9.5K | Buy |
356
+134
| +60% | +$3.57K | ﹤0.01% | 1773 |
|
|
2023
Q3 | $5.38K | Sell |
222
-452
| -67% | -$11K | ﹤0.01% | 1924 |
|
|
2023
Q2 | $17K | Sell |
674
-2,782
| -80% | -$70.1K | ﹤0.01% | 1646 |
|
|
2023
Q1 | $84.1K | Buy |
3,456
+2,544
| +279% | +$61.9K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $21K | Buy |
912
+652
| +251% | +$15K | ﹤0.01% | 1351 |
|
|
2022
Q3 | $6K | Sell |
260
-4,130
| -94% | -$95.3K | ﹤0.01% | 1693 |
|
|
2022
Q2 | $99K | Sell |
4,390
-15,218
| -78% | -$343K | ﹤0.01% | 1035 |
|
|
2022
Q1 | $524K | Buy |
19,608
+15,524
| +380% | +$415K | 0.01% | 561 |
|
|
2021
Q4 | $114K | Sell |
4,084
-122
| -3% | -$3.41K | ﹤0.01% | 1346 |
|
|
2021
Q3 | $111K | Sell |
4,206
-2,536
| -38% | -$66.9K | ﹤0.01% | 1158 |
|
|
2021
Q2 | $183K | Buy |
6,742
+5,362
| +389% | +$146K | 0.01% | 970 |
|
|
2021
Q1 | $35K | Buy |
+1,380
| New | +$35K | ﹤0.01% | 1901 |
|