TFA
Teamwork Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,821
| Closed | -$268K | – | 278 |
|
|
2021
Q4 | $268K | Sell |
4,821
-951
| -16% | -$52.9K | 0.05% | 248 |
|
|
2021
Q3 | $304K | Sell |
5,772
-343
| -6% | -$18.1K | 0.06% | 210 |
|
|
2021
Q2 | $333K | Sell |
6,115
-8,338
| -58% | -$454K | 0.07% | 185 |
|
|
2021
Q1 | $732K | Buy |
+14,453
| New | +$732K | 0.17% | 115 |
|