Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$1K | – | 635 |
|
|
2023
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 485 |
|
|
2023
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 497 |
|
|
2022
Q3 | $1K | Sell |
2
-98
| -98% | -$49K | ﹤0.01% | 466 |
|
|
2022
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 368 |
|