Winfield Associates’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
Q1 | – | Sell |
-200
| Closed | -$4K | – | 311 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 555 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 520 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 622 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 533 |
|
|
2016
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 502 |
|
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2016
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 469 |
|