WealthPLAN 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
2023 Q3	–	Sell	-2,136	Closed	-$53.9K	–	586
2023 Q2	$53.9K	Buy	2,136 +272	+15%	+$6.86K	0.01%	493
2023 Q1	$45.4K	Buy	+1,864	New	+$45.4K	0.01%	576