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Sterling Financial Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sterling Financial Planning’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,764
Closed -$46K – 209
2021
Q3 		$46K Hold
1,764
– – 0.03% 189
2021
Q2 		$48K Hold
1,764
– – 0.03% 172
2021
Q1 		$45K Hold
1,764
– – 0.03% 158
2020
Q4 		$38K Buy
+1,764
New +$38K 0.03% 161