WestHill Financial Advisors’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
Q1 | – | Sell |
-172
| Closed | -$4.02K | – | 117 |
|
|
2022
Q4 | $4.02K | Hold |
172
| – | – | ﹤0.01% | 113 |
|
|
2022
Q3 | $4K | Hold |
172
| – | – | ﹤0.01% | 103 |
|
|
2022
Q2 | $4K | Sell |
172
-54
| -24% | -$1.26K | ﹤0.01% | 108 |
|
|
2022
Q1 | $6K | Hold |
226
| – | – | ﹤0.01% | 113 |
|
|
2021
Q4 | $6K | Hold |
226
| – | – | ﹤0.01% | 114 |
|
|
2021
Q3 | $6K | Buy |
+226
| New | +$6K | ﹤0.01% | 99 |
|