TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $12K | Hold |
|
|||||
|
2022
Q2 | $12K | Hold |
|
|||||
|
2022
Q1 | $15K | Hold |
|
|||||
|
2021
Q4 | $15K | Hold |
|
|||||
|
2021
Q3 | $14K | Hold |
|
|||||
|
2021
Q2 | $15K | Hold |
|
|||||
|
2021
Q1 | $14K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $49K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $2K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $21K | Hold |
|
|||||
|
2015
Q2 | $24K | Hold |
|
|||||
|
2015
Q1 | $24K | Sell |
|
|||||
|
2014
Q4 | $58K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $7K | Buy |
|