WESPAC Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
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2019
Q1 | $251K | Hold |
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2018
Q4 | $221K | Buy |
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2018
Q3 | $273K | Buy |
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2018
Q2 | $261K | Sell |
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2018
Q1 | $250K | Buy |
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2017
Q4 | – | Sell |
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2017
Q3 | $243K | Hold |
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2017
Q2 | $233K | Buy |
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2017
Q1 | $227K | Hold |
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2016
Q4 | $223K | Hold |
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2016
Q3 | $204K | Sell |
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2016
Q2 | $383K | Buy |
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2015
Q4 | – | Sell |
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2015
Q3 | $474K | Buy |
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2015
Q2 | $355K | Sell |
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2015
Q1 | $620K | Sell |
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2014
Q4 | $628K | Sell |
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2014
Q3 | $592K | Buy |
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