Wealthfront’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $314K | Sell |
15,436
-236
| -2% | -$4.8K | ﹤0.01% | 438 |
|
2018
Q2 | $313K | Sell |
15,672
-2,034
| -11% | -$40.6K | ﹤0.01% | 430 |
|
2018
Q1 | $330K | Buy |
17,706
+108
| +0.6% | +$2.01K | ﹤0.01% | 428 |
|
2017
Q4 | $333K | Buy |
17,598
+2,614
| +17% | +$49.5K | ﹤0.01% | 418 |
|
2017
Q3 | $272K | Buy |
+14,984
| New | +$272K | ﹤0.01% | 439 |
|
2015
Q4 | – | Sell |
-24
| Closed | – | – | 549 |
|
2015
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 1299 |
|
2015
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 1317 |
|