Transform Wealth’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
2023 Q3	–	Sell	-4,346	Closed	-$219K	–	249
2023 Q2	$219K	Sell	4,346 -13	-0.3%	-$656	0.02%	240
2023 Q1	$212K	Buy	+4,359	New	+$212K	0.02%	237