West Coast Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $781K | Sell |
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|
2019
Q3 | $745K | Hold |
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|
2019
Q2 | $744K | Sell |
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|
2019
Q1 | $880K | Buy |
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|
2018
Q4 | $768K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $976K | Sell |
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|
2018
Q1 | $965K | Sell |
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|
2017
Q4 | $995K | Sell |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $961K | Hold |
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|
2017
Q1 | $960K | Sell |
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|
2016
Q4 | $946K | Sell |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.56M | Buy |
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