Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-204
| Closed | -$5K | – | 995 |
|
|
2021
Q1 | $5K | Buy |
+204
| New | +$5K | ﹤0.01% | 1644 |
|
|
2020
Q2 | – | Sell |
-386
| Closed | -$5K | – | 684 |
|
|
2020
Q1 | $5K | Hold |
386
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q4 | $8K | Buy |
386
+164
| +74% | +$3.4K | ﹤0.01% | 999 |
|
|
2019
Q3 | $4K | Sell |
222
-26
| -10% | -$468 | ﹤0.01% | 1102 |
|
|
2019
Q2 | $5K | Buy |
248
+222
| +854% | +$4.48K | ﹤0.01% | 1053 |
|
|
2019
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 1232 |
|
|
2018
Q4 | $0 | Buy |
+26
| New | – | ﹤0.01% | 1221 |
|